Waterstone Financial

Waterstone Financial is a boutique wealth advisory firm dedicated to your financial success. 

James Gallagher, President and founder of Waterstone Financial has engineered the SIPS Retirement Planning System that helps clients understand what their financial future may look like...

Planning for Secure Retirement Income

Preserving Assets and Reducing Taxes

Maximizing Potential Legacy

The SIPS Retirement Planning System has become so successful that it is now marketed to other Financial Advisors across the country. James works with his clients and mentors other advisors to create retirement plans that are comprehensive yet easy to understand.

At Waterstone Financial, our friendly staff is commited to providing outstanding customer service to our clients.  Our high standards of professionalism and work ethics create a positive, comfortable environment for you, our clients.  

Making the right decisions about finances for your retirement can be a daunting task. Having these questions addressed may be some of the most important in your life…

Will you be able to maintain your lifestyle?

Will you have enough money?

What will your financial legacy be?


For a free, no obligation consultation about your financial future please call 239-288-0977 or e-mail info@waterstonefs.com



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Investment Advisory Services offered through Global Financial Private Capital, LLC, an SEC Registered Investment Adviser