It’s Time. Let’s Talk.

Waterstone Private Wealth Management builds personal lasting relationships with clients.

By: Duane Blankenship | Category: Financial Services | Issue: January 2015

Melanie with friends at an OSU tailgate.

Melanie with friends at an OSU tailgate.

Talking about money, “the M word” is often very difficult for folks. At Waterstone Private Wealth Management, Melanie and Ken help people begin to overcome those barriers and start to have a real conversation about their money. The company was established in January of 2003 by Melanie Hasty-Grant and husband Ken Grant. Together, they have more than 25 years in the financial industry.

Melanie graduated with a master’s degree in counseling from Oklahoma State University and practiced as a marriage and family therapist for many years. She has always loved helping others. “Money is one of the issues that families and couples struggle with the most. In working with couples, power struggles over money and financial infidelity are common issues,” Melanie said.  

When clients come to Waterstone Private Wealth Management, they are looking for someone who is going to shoot straight with them. They are looking for someone who knows what they are doing and will look out for their best interest.“Most folks are very secretive and reluctant to have conversations about money and it is often considered a taboo topic. Money can represent fear, power, resentment and anxiety in relationships,” explains Melanie. “We help families learn to talk about money.” Melanie says these “money talks” might include a couple in the process of divorce, a family after the death of their parents, adult children assisting parents with estate planning issues, a couple dealing with the loss of a job, parents planning for their children’s educations, individuals facing retirement and income needs, or a widow after the death of her spouse. “It’s not just about money,” says Melanie. “It’s about the stories people create about money and what it represents in their relationships.”

Melanie and Waterstone Private Wealth Management want clients to feel special, because they are. “We want them to know that we truly care about them and their families,” says Melanie. She considers it an honor to work with her clients and tries to convey that in every conversation they have, in the over-and-above service Waterstone provides, and in the quality of the results attained. “We strive for every client’s experience with us to be extraordinary.” This is why their business is primarily by referral, although they do accept new clients through other channels.

Melanie recently attended the Barron’s Top Women Advisor’s Summit in Palm Beach. This is an invitation-only event representing top-level women advisors from around the United States, sponsored by the prestigious Barron’s Magazine. 

For more information, contact

Waterstone Private Wealth Management

9500 N. 129th E. Ave., Ste. 106
Owasso, OK 74055

 

(918) 272-1120

www.waterstonewealth.com


Duane Blankenship Profile Picture

About Author Duane Blankenship

Blankenship graduated from the University of Oklahoma and has enjoyed a lifetime career in advertising. He started his own advertising business in 1993 and enjoys creating graphic art and writing. Hobbies include hunting, fishing and pencil drawings. Duane and his wife, Janice, have been married over 50 years and are active in their church and community. He has been a contributing writer for Value News/Values Magazine since 2005.

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Waterstone Private Wealth Management

For more information, contact:

Waterstone Private Wealth Management

(918) 272-1120
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OK


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