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.

When Should I Start Claiming Social Security?Determining what age to begin claiming your Social Security benefit is a bi...
09/02/2026

When Should I Start Claiming Social Security?

Determining what age to begin claiming your Social Security benefit is a big decision. You could start as early as 62 or wait later—up until age 70.

There are a few factors to consider as you make your plan. We break it down for you here: https://ow.ly/gSOU50ZHYlb

A Strong August Sets Stocks Up for a Better September Than FearedAugust is usually considered a weak month for stocks. T...
09/01/2026

A Strong August Sets Stocks Up for a Better September Than Feared

August is usually considered a weak month for stocks. This year, the S&P 500 is up about 3% with one trading day left.

That matters, because when August was positive and stocks were already up 10% to 17.5% for the year, the final four months gained in 10 of 11 past instances.

It’s a small historical sample, not a forecast. But it’s one reason September’s bad reputation may not tell the whole story this year.

See what the seasonal data is showing heading into fall: https://ow.ly/ezpe50ZHYjE

Retirement Readiness Quiz You probably have a good idea of how much you’ve saved for retirement.But that number is only ...
08/29/2026

Retirement Readiness Quiz

You probably have a good idea of how much you’ve saved for retirement.

But that number is only part of the story.

Your income, how much you’re still saving, what you expect to spend, and how you invest can all affect the picture.

Answer six quick questions to get a better sense of your retirement readiness: https://ow.ly/2w1F50ZFkZF

How to Leverage Tax-Advantaged AccountsRetirement might be your main goal, but it’s probably not the only one.You may al...
08/28/2026

How to Leverage Tax-Advantaged Accounts

Retirement might be your main goal, but it’s probably not the only one.

You may also be planning for healthcare costs, college for a child or grandchild, or other long-term needs.

That’s where tax-advantaged accounts come in. A 401(k), Roth IRA, HSA, or 529 can each offer different tax benefits depending on the account and how it’s used.

See how these accounts work across different parts of your financial plan: https://ow.ly/e2Ag50ZFkWE

08/26/2026

📺 See Triston Hasty-Grant, CFP® with Waterstone Private Wealth Management on KOTV - News On 6 today, sharing financial steps to consider after a job loss.

A job loss can feel overwhelming, but having a plan can help bring clarity and confidence during an uncertain time.

If you or someone you know has questions or would like to talk through next steps, we’d be happy to help. Give our office a call at 918-272-1120.

Dream. Plan. Do.

What to Do with Your Money 1, 5, and 10 Years Before RetirementTen years from retirement, you still have time to save, a...
08/26/2026

What to Do with Your Money 1, 5, and 10 Years Before Retirement

Ten years from retirement, you still have time to save, adjust, and think seriously about the life you want to fund.

Five years out, the conversation gets more practical. What will you spend? Where will your income come from? Are you on track?

With one year to go, it’s time to start putting more of the plan into motion and even “test drive” what retirement might feel like.

See what may deserve your attention at each stage: https://ow.ly/asR250ZFkPM

📺 Coming up on News on 6 📺Triston Hasty-Grant, CFP® with Waterstone Private Wealth Management will be joining KOTV - Ne...
08/25/2026

📺 Coming up on News on 6 📺

Triston Hasty-Grant, CFP® with Waterstone Private Wealth Management will be joining KOTV - News On 6 tomorrow for an upcoming financial segment.

Keep an eye out for Triston on your screen! 👀

Dream. Plan. Do.

Debt Takes Center Stage, From Washington to the AI BuildoutA lot of the headlines around the markets right now are focus...
08/25/2026

Debt Takes Center Stage, From Washington to the AI Buildout

A lot of the headlines around the markets right now are focused on stocks, but there’s another part of the market worth watching: debt.

Debt is becoming a bigger part of the market story—from $40 trillion in U.S. government debt to the growing use of debt to fund the AI boom.

While we believe the summery rally looks likely to continue, it’s a reminder to keep the bigger picture in view.

Get our full analysis on recent market moves: https://ow.ly/GwnG50ZFkLQ

Investment Risk Tolerance Survey: Most of us have a picture in our minds of what we want our investments to do for us o...
08/22/2026

Investment Risk Tolerance Survey:

Most of us have a picture in our minds of what we want our investments to do for us over time.

But have you ever stopped to think about what those expectations say about how much risk you’re comfortable taking?

Try the Investment Risk Tolerance Quiz to get a better sense of how you think about risk and long-term growth: https://ow.ly/f8ZH50ZAXWI

Getting Ready to Retire? How to Be Fully Prepared: Before you figure out how much you’ll need for retirement, it helps ...
08/21/2026

Getting Ready to Retire? How to Be Fully Prepared:

Before you figure out how much you’ll need for retirement, it helps to know what you’re actually planning for.

Travel? More time with family? New hobbies? Maybe a move somewhere warmer?

And that picture may change as retirement goes on. The active early years can look very different from the years when health, support, and a slower pace become more important.

See how thinking through each phase of retirement can help you plan for the life you want: https://ow.ly/nz9250ZAXSA

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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