These WaterStone Stories are our mission. Our passion.
See how we work to build the Kingdom with our clients and partners.
“WaterStone is the home of practical day to day help/solutions for families and professional planners, providing cutting edge, creative, charitable tools. They are a gathering of dynamically gifted individuals with a passion to help families develop efficient, kingdom-focused planning.”
“I am pleased and honored to add my endorsement of WaterStone. Our relationship of over 15 years attests to WaterStone’s integrity, creativity, and commitment to excellence that is unsurpassed in the industry.”
“In a space where tax and other financial structures can appear complex, it is comforting to have the capable WaterStone team to help navigate to solutions that maximize Kingdom resources. When we were told at every turn there was not a way to fund a donor advised giving account with oil & gas working interest assets the folks at WaterStone did not give up until a way was found to get it done. Over the years since, the relationship with staff has been clearly infused with deep Christian faith and genuine hearts of service with no compromise in professional expertise. They may not be based in Texas but the values of the organization reflect very well what we expect… tough and disciplined but charming helpfulness and optimism.”