Waterstone Financial Serivces

Maximize income, optimize taxes, and assure effective wealth transfer with our dedicated financial advisory team We are a well-established financial advisory firm headquartered in Southwest Florida specializing in retirement income planning. Operating a highly-personalized organization with a responsive and welcoming family feel, Waterstone is led by our founding principal, James Gallagher - known as the Retirement Engineer - a financial advisor who takes pride in helping our clients meet their personal goals. Committed to the highest standards of professional care and ethical conduct, we always align our goals to our clients' best interests. Our relationships are predicated on trust, disclosure, and transparency. And, our success is directly related to the satisfaction of our clients, and the effectiveness of their retirement plans.