FAQs

We engineer investment advice based on your specific, unique scenario. There is no one solution that fits everyone (i.e. annuities). We use a curated planning structure called The Journey that sets us apart from the rest. It’s an easy to follow guide helping our clients every step of the way. We also have a visual planning software, SIPS, that help bring the numbers to life.

We’re family oriented, personable, and truly love helping our clients.

Waterstone Financial Advisory has been business in 2011 and we’ve loved every moment of it. James Gallagher, our CEO, used his decades of engineering leadership to create a unique planning firm.

There is no fee to come in and talk to us! We offer complimentary consultations to see if we’re a good fit.

Yes! Not everyone offers this service and we’re proud to have an in-house professional that assists our clients with tax preparation.

Yes, we can put together a plan as a one-off service for a fee. You do not need to have an ongoing advisor relationship.

We have clients from all different demographics. We work with everyone between new families, retirees, independently wealthy, self employed and beyond.

Yes! As registered investment advisors, we are a fiduciary and work only on a fee-basis. We have a legal obligation to do what is right for the client.

Absolutely, we have clients all over the United States.