Waterstone Unveils Strategic Growth Plan

Waterstone Private Wealth Management expands practice by aligning with exclusive group of advisors throughout the country.

Waterstone Private Wealth Management is growing. The practice has been diligently working the last year on an expansion to align with Carson Institutional Alliance, an elite group of advisors strategically located across the United States.
“This is an alliance of growth-minded advisors who are wholly dedicated to providing the highest value, best solutions and superior service for our clients.  Members of the Carson Institutional Alliance operate according to deep industry knowledge and proven strategies.  As client advocates, we will continue to consistently deliver trusted, transparent advice and services.”
Immediate benefits available to clients through Waterstone’s partnership with Carson Institutional Alliance include increased access to the resources of a firm which oversees nearly $6 billion in assets under advisement, fee/cost reduction, technology improvements, greater transparency, additional investment options and strategies, improved high net-worth planning and succession planning, and access to private equity managers that would typically require $25 million per account minimums.  
“Through the union with Carson, we now have this access with accounts as small as $100,000,” said Melanie. “By our partnering with Carson Institutional Alliance, clients will receive deeper insight from a network of wealth managers, proven strategies, valuable resources and Barron’s Hall of Fame Team.  By selecting Carson Institutional Alliance Partner, Waterstone Private Wealth Management, clients can expect professional guidance on their journey to  true wealth.”
Waterstone Private Wealth Management will continue to do business as an independent firm just as it has done in the past, but it now has the added strength of Carson Institutional Alliance with 30 other firms by their side, many of which are also well-known advisory firms within the country.
Waterstone has always targeted simplifying the complex financial needs of individual investors, families, small business owners and corporate executives by providing personal service, objective advice and trusted guidance.  
“We genuinely listen to our clients,” says Melanie, “and we work hard to fully understand their current circumstances, risk tolerances and future goals.  We are committed to helping clients as they pursue financial independence.”
Melanie Hasty-Grant and husband, Ken Grant, are frequent contributors to both local and national media sources such as have been interviewed on CNBC’s PowerLunch, Fox Business, The Wall Street Journal, Forbes Magazine, MarketWatch and Bloomberg Radio.  Although the focus of Waterstone is on the local community and most of their clients are located in Green Country, Melanie and Ken’s influence reaches across the United States.   
The Grants are actively involved with their community and were recently presented The Blue Ribbon Award for a small business by the U.S. Chamber for their pro-business advocacy and charitable contributions to their community.  Waterstone Private Wealth Management has offices in both Tulsa and Owasso.
“No two investors are alike,” Melanie admits, “so we offer a wide range of comprehensive services and strategies focused on keeping your unique short and long-term goals on track.