As financial advisors, you play a vital role in the lives of your clients, by helping them connect the various strands of their financial lives into a single thread that can guide them into a secure future.

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Intelligent Giving

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Family Legacy in Action

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Partnering with Us

Adding Value Through Giving Services

Five reasons to get on board with Charitable Solutions

  • Giving impacts several key areas of wealth management: tax, estate, business, investment and retirement planning.
  • Charitable Solutions is a valuable premium service offering that will benefit and bless your clients.
  • Charitable Solutions can set your firm apart and attract new clients.
  • With Charitable Solutions, you can better advise those clients who are entrepreneurs, stewards of family wealth, owners of businesses, oil & gas, and agricultural commodities.
  • Through Charitable Solutions, you and your clients work together to honor God and help build the kingdom.
We invite you to join the WaterStone community of giving and encourage you to explore the resources WaterStone offers.