WaterStone Investment Services

CONNECT

Address:

21505 E Moreland Blvd
Waukesha, WI 53186

Phone:

(262) 696-7170

Fax/Other:

(414) 918-0937

Diversified Products and Services

Our LPL Financial Advisors can assist you with your financial needs. WaterStone Investment Services (WIS) is committed to providing our clients access to a diversified range of global products and services coupled with personalized financial guidance and attention that is customized to address the ever-changing needs of comprehensive client portfolios.

Complete Retirement Management: We actively manage and monitor your investment portfolio with the goal to help protect your assets and encourage long-term growth. We help to ensure that your assets are allocated according to your risk tolerance. We personally meet with you periodically to give you a one-on-one report on the progress of your investments.

Financial Planning and Analysis: Your personal planning will start with a one-on-one interview. We learn about your goals and assess your situation to determine if our services are appropriate. We then will use our tools and resources to analyze where you are today and where you want to go. From this information, we create a customized program to help you take control of your finances.

Business ConsultationWe help you clarify and prioritize your business goals, and then develop a comprehensive strategy designed to help you pursue them. We integrate tax-reduction strategies with the goal of helping you save money and improve your financial bottom line.

Additional Products and Services Include:


  • Retirement Planning
  • Estate Planning
  • Education Planning
  • Financial Consulting
  • Money Market Accounts
  • Stocks and Bonds
  • Tax-advantaged Investments
  • IRAs and IRA/401(k) Rollover Services
  • Tax-saving Strategies*
  • Fixed Annuities Life Insurance
  • Long-term Care and Disability Insurance



With a personalized financial strategy, WaterStone Investment Services is dedicated to assisting clients with investments that will work toward pursuing their financial goals. We also take great pride in working closely with our clients on an ongoing basis to offer professional guidance with financial decisions. Premier customer service, a friendly hometown atmosphere, unmatched resources, and full accessibility to a diversified product line is why WaterStone Investment Services should be your choice for your investment needs.


There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.  Diversification and asset allocation does not ensure a profit or protect against a loss.


*You'll want to sit down with your tax advisor for details in regards to your own situation. Tax services are not offered nor endorsed by WaterStone Investment Services, LPL Financial or affiliated advisors.