Waterstone Financial

Welcome to GFA Waterstone, a boutique wealth advisory firm dedicated to helping individuals and families plan and execute their financial future. Our president, James Gallagher is an industry leader and educator who specializes in showing clients:

  • How to preserve assets and reduce taxes,
  • How to diversify their portfolio for growth and safety,
  • How to create more income for retirement.

Located in the heart of Fort Myers with offices in Punta Gorda and Naples, the team at Waterstone offer an integrated appoach to building financial plans that work for your individual goals and circumstances.

Our friendly and efficient staff offer outstanding customer service to our family of clients.  With a high standard of professional knowledge and work eithics we are certain your experience working with the team at Waterstone will be a positive one.  

Thank you for visiting our website!  We look forward to being your Valued and Trusted Advisor!




Click for the BBB Business Review of this Investment Advisory Service in Fort Myers FL

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