You know your business belongs to the Lord; your life evidences a mature faith and a heart for generosity. Your business is your primary ministry platform. You are not afraid of helping your advisees wrestle with the question, “How much is enough?”
You come from multiple disciplines: estate planners, fee-based financial advisors, charitable giving and wealth consultants, independent and wire-house investment advisors, attorneys and accountants — all have representatives in the WaterStone family.
You like WaterStone’s Investment Policies which allow your financial expertise to influence the way WaterStone funds grow for future charitable giving. And, you like encouraging clients toward generosity, where they can take advantage of wise tax strategies with a Kingdom orientation. We would love to welcome you into WaterStone’s fellowship of Generous Advisors. Talk to us about opening an account and we will help expand your Kingdom impact.
A WAY TO DIFFERENTIATE - In your business, you recommend the best financial instruments to meet client goals. Don’t settle for less when it comes to clients who are moved to give generously. Differentiate your financial services with giving instruments that create more wealth under management and provide the ultimate in flexibility for your clients. The WaterStone Giving Fund allows your clients to shape their giving to suit their passion, and creates a beneficial relationship between you, your client and WaterStone.
GENEROSITY AND SECURITY AT ONCE - A charitable trust is a powerful step for clients who have been blessed with much. Trusts are a great way to make an irrevocable gift to charity while creating lifelong income.