Waterstone Private Wealth Managemnt Expands in Owasso

WATERSTONE PROGRESSION: Waterstone Private Wealth Management recently held a ribbon cutting at its Owasso location at 9500 N. 129th East Ave, Suite 106 to celebrate the expansion and revocation of its office space and to welcome its newest advisor, Triston Hasty-Grant.

Ready to cut the ribbon are owners Ken and Melanie Grant., and between them is recently retired Owasso Chamber President Gary Akin. Waterstone is a private, boutique investment services firm for individuals and couples who desire highly personalized management of their accounts. Waterstone offers clients access to a complete range of financial strategies ranging from retirement planning to estate planning. Because the investment consultants at Waterstone are independent, the team is free to offer those products to its clients’ specific needs.

Waterstone states that “Because Waterstone is a locally-owned, boutique investment firm, we are highly responsive and accountable to our clients. To honor our commitment to our current clients, Waterstone is purposefully scaled for measured growth, adding only a small number of new clients each year. We offer the complete range of professional services of the big-name firms, but operate on a level where we connect personally with individuals and their financial goals.”

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