Waterstone Private Wealth Management

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 th

at 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.

Markets faced plenty of turbulence in the first half of 2026, from an oil spike and geopolitical conflict to persistent ...
07/21/2026

Markets faced plenty of turbulence in the first half of 2026, from an oil spike and geopolitical conflict to persistent inflation and sharp swings in stocks.

Still, earnings expectations climbed, AI investment accelerated, and the S&P 500 finished the first six months up 10.2%.

The 2026 Midyear Outlook looks at what may keep supporting markets and what could interrupt the ride.

Get the full second-half market read: https://ow.ly/6nKT50ZqOP9

Voting is still open for the Tulsa World’s Best in the World! Waterstone Private Wealth Management is incredibly gratefu...
07/20/2026

Voting is still open for the Tulsa World’s Best in the World! Waterstone Private Wealth Management is incredibly grateful for your continued support! 🏆

You may vote once per day through August 2 for:

⭐ Waterstone Private Wealth Management
Best Wealth Management Company

⭐ Triston Hasty-Grant, CFP®
Best Financial Advisor

Thank you to our wonderful clients, friends, and community for continuing to support us. Your trust and encouragement mean more to our team than you know! 💛

Cast your vote here:
http://trst.in/JC7YOB

We are incredibly grateful to share some exciting news! 🎉Waterstone Private Wealth Management has been nominated as a To...
07/18/2026

We are incredibly grateful to share some exciting news! 🎉

Waterstone Private Wealth Management has been nominated as a Top 5 finalist for Best Wealth Management Company in Tulsa, and Triston Hasty-Grant, CFP®, has been nominated as a Top 5 finalist for Best Financial Advisor in Tulsa for the Tulsa World’s Best in the World 2026 contest! 🏆

Voting is open now through August 2, and you may vote once per day for:

⭐ Waterstone Private Wealth Management
Best Wealth Management Company

⭐ Triston Hasty-Grant, CFP®
Best Financial Advisor

Cast your vote here:
http://trst.in/JC7YOB

Even if your portfolio looks good on paper, it can still feel off when the market gets shaky. Knowing how much risk you’...
07/18/2026

Even if your portfolio looks good on paper, it can still feel off when the market gets shaky.

Knowing how much risk you’re comfortable with can make it easier to talk about whether your investment strategy reflects your goals and expectations.

Take the quiz to see how you approach investment risk: https://ow.ly/nYH150Znqy8

Required minimum distributions can look simple on paper. Then the questions start. Which accounts require one? Can withd...
07/17/2026

Required minimum distributions can look simple on paper.

Then the questions start. Which accounts require one? Can withdrawals be combined? What happens if you’re still working or inherited the account?

Get the basics before those decisions land on your calendar: https://ow.ly/Pc9k50Znqu4

We are incredibly grateful to share some exciting news! 🎉Waterstone Private Wealth Management has been nominated as a T...
07/16/2026

We are incredibly grateful to share some exciting news! 🎉

Waterstone Private Wealth Management has been nominated as a Top 5 finalist for Best Wealth Management Company in Tulsa, and Triston Hasty-Grant, CFP®, has been nominated as a Top 5 finalist for Best Financial Advisor in Tulsa for the Tulsa World’s Best in the World 2026 contest! 🏆

Voting is open now through August 2, and you may vote once per day for:

⭐ Waterstone Private Wealth Management
Best Wealth Management Company

⭐ Triston Hasty-Grant, CFP®
Best Financial Advisor

Cast your vote here:
http://trst.in/JC7YOB

A longer retirement means more years to enjoy life, but it can also bring more years of expenses, healthcare costs, and ...
07/15/2026

A longer retirement means more years to enjoy life, but it can also bring more years of expenses, healthcare costs, and taxes to plan for.

For many women, that planning window may stretch even further, especially if they outlive a spouse and later have to manage retirement income and financial decisions on their own.

Longevity, retirement income, and taxes all belong in the same conversation.

See what may need more attention over a longer retirement: https://ow.ly/lqkj50Znqnt

A war, an oil spike, and a 9% pullback gave investors plenty to worry about. Then stocks rallied back to new highs, and ...
07/14/2026

A war, an oil spike, and a 9% pullback gave investors plenty to worry about.

Then stocks rallied back to new highs, and the S&P 500 closed the first half with a 10.2% gain.

The headline return only tells part of the story. Inflation pressures broadened, software moved against the market, and AI reached into value, international, and small-cap stocks.

See what six charts reveal about the market beneath the index: https://ow.ly/shtF50Znqjq

College planning is one of those things that can sit quietly in the background. Until it can’t. If tuition, housing, and...
07/11/2026

College planning is one of those things that can sit quietly in the background.

Until it can’t.

If tuition, housing, and family contributions are starting to feel more real, our College Readiness Quiz can help you see where your plan may need another look.

LINK: https://ow.ly/xyl850Zlcw2

You’ve built your wealth over time. Deciding how and when to pass it on can be more complicated than it looks. A lifetim...
07/10/2026

You’ve built your wealth over time.

Deciding how and when to pass it on can be more complicated than it looks.

A lifetime gift may help shift future growth to the next generation. An inheritance may offer different tax treatment. And in either case, family readiness matters.

The timing depends on more than generosity. It depends on control, taxes, basis, and what your family is prepared to manage.

LINK: https://www.waterstonewealth.com/insights/blog/to-give-now-or-give-later/

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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