Waterstone Private Wealth Management

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Waterstone Private Wealth Management A premier business in Northeast Oklahoma serving families for generations. That’s why we strive to make the complex simple. www.finra.org
www.sipc.org

Featured nationally on FOX Business News, Wall Street Journal, CNBC & regular contributors to local news networks! With more than 25 years of experience in wealth management, Waterstone Private Wealth Management is the principal provider of comprehensive services to help work toward the unique risk-management needs of retirees and pre-retiree’s. The team at Waterstone Private Wealth understands that discussing investments can be overwhelming and confusing. Services:

Asset Management
Retirement Planning
Insurance
Estate Planning
401k Rollovers
Specialized Services for:
Retirees
Business Owners
Executives
Physicians
Client Base Includes:
Individuals
Families
Small Businesses

Member FINRA/SIPC.

8 blunders to avoid in retirementRetirement can be exciting. But it can also bring a lot of uncertainty.The good news? T...
10/09/2026

8 blunders to avoid in retirement

Retirement can be exciting. But it can also bring a lot of uncertainty.

The good news? Thoughtful planning can help you feel more confident about what comes next.

Avoiding these common retirement planning mistakes can help you start the next chapter on the right foot: https://ow.ly/5fix50ZUZZf

🎃🍂 LAST CALL! We need your help!The Scarecrow Stroll is almost over, and there’s still time to stop by Waterstone, vote ...
10/09/2026

🎃🍂 LAST CALL! We need your help!

The Scarecrow Stroll is almost over, and there’s still time to stop by Waterstone, vote for our Scarecrow Family, and help us fill the pantry for Neighbors in Need! 💛

We’re collecting cereal, oatmeal, spaghetti noodles and sauce, Hamburger Helper, and canned tuna or tuna packets.

One last vote. One more donation. One big difference.

Come see us before October 10!

🎃🍂 We’re only DAYS away from the end of the Scarecrow Stroll, and we need your help!Stop by Waterstone, cast your vote f...
10/08/2026

🎃🍂 We’re only DAYS away from the end of the Scarecrow Stroll, and we need your help!

Stop by Waterstone, cast your vote for our Scarecrow Family, and help us fill the pantry for Neighbors in Need! 💛

We’re collecting cereal, oatmeal, spaghetti noodles and sauce, Hamburger Helper, and canned tuna or tuna packets.

Every vote and every donation counts! 🌾

Come see us before October 10!

10/07/2026

WATERSTONE WEDNESDAY

🏠🙏 HELP Donate to our Food Drive for Neighbors In Need Owasso 🙏🏠

We are nearing the end of our food drive with Neighbors In Need Owasso. Please drop by the office with any dried goods you may have in your pantries before 4PM on Friday!

Please share this post to spread the word for our final push!

10 year-end tax planning strategies to considerNow is a good time to take a closer look at your financial picture, inclu...
10/07/2026

10 year-end tax planning strategies to consider

Now is a good time to take a closer look at your financial picture, including your tax situation.

You may still find opportunities to make strategic moves that could help reduce your tax burden today and support your long-term financial goals.

Check out 10 year-end tax planning strategies we think you should consider: https://ow.ly/oF5450ZUZLL

Stubborn inflation problem meets a Goldilocks jobs reportThe latest economic data is giving investors a mixed picture. T...
10/06/2026

Stubborn inflation problem meets a Goldilocks jobs report

The latest economic data is giving investors a mixed picture. The labor market remains solid, which is encouraging for the economy and markets. At the same time, inflation is proving to be persistent.

What does it mean for investors? Our latest market commentary breaks down what’s happening with jobs, inflation, rate hikes, and the markets: https://ow.ly/teSw50ZUZEr

🎃🍂 Come see us at Waterstone!Our Scarecrow Family is waiting for your vote, and we’d LOVE to see you stop by! Cast your ...
10/05/2026

🎃🍂 Come see us at Waterstone!

Our Scarecrow Family is waiting for your vote, and we’d LOVE to see you stop by! Cast your vote in the City of Owasso Scarecrow Stroll and help us fill the pantry for Neighbors in Need while you’re here. 💛

We’re collecting cereal, oatmeal, spaghetti noodles and sauce, Hamburger Helper, and canned tuna or tuna packets.

🌾 Come vote. Bring a donation. Say hello.
We’ll see you at Waterstone through October 10!

Retirement Readiness Quiz Retirement planning isn’t only about picking a date and hoping everything lines up. How soon ...
10/03/2026

Retirement Readiness Quiz

Retirement planning isn’t only about picking a date and hoping everything lines up.

How soon you want to retire, what you’re working toward, and how confident you feel about your current plan can all tell you something about where you stand.

See what your answers say about your retirement readiness: https://ow.ly/9QMg50ZSIX6

Which Medicare Plan Is Best for You? A low monthly premium can look appealing when you’re comparing Medicare plans. But ...
10/02/2026

Which Medicare Plan Is Best for You?

A low monthly premium can look appealing when you’re comparing Medicare plans. But it’s only one piece of the decision.

The doctors you want to keep seeing, the prescriptions you take, and even where you spend your time can all affect which coverage works better for you.

Here are a few things worth looking at before you choose: https://ow.ly/ls4j50ZSIUm

🛒 Headed to the grocery store? Add one extra item to your cart for a neighbor in need! 💛Waterstone is collecting cereal,...
10/02/2026

🛒 Headed to the grocery store? Add one extra item to your cart for a neighbor in need! 💛

Waterstone is collecting cereal, oatmeal, spaghetti noodles and sauce, Hamburger Helper, and canned tuna or tuna packets for Neighbors in Need.

🥫 Grab an extra. Drop it by. Help a local family.

Let’s see how much we can collect together! 🍂💛

Address

9500 N 129th E Avenue Suite 106
Owasso, OK
74055

Opening Hours

Monday 9am - 4:30pm
Tuesday 9am - 4:30pm
Wednesday 9am - 4:30pm
Thursday 9am - 4:30pm
Friday 9am - 4:30pm

Telephone

+19182721120

Website

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