What departments does Waterstone Private Wealth Management have?

Waterstone Private Wealth Management has employees across 3 departments including Analytics, Business Development, Administrative.

What is the largest department at Waterstone Private Wealth Management?

The largest department at Waterstone Private Wealth Management is Administrative with 2 employees.

Where are Waterstone Private Wealth Management employees located globally?

Waterstone Private Wealth Management has employees across 1 continents and 1 countries including United States Of America.

How has Waterstone Private Wealth Management's team size changed over time?

Waterstone Private Wealth Management's team has grown from approximately 7 to 8 employees based on available data.

Waterstone Private Wealth Management Employee Directory

Financial ServicesOklahoma, United States2-10 Employees

Have you planned for retirement? We’re one of Tulsa’s premier #Investment Couple. Featured Nationally on FOX Business News, Wall Street Journal, CNBC & more!
With more than 12 years of experience in wealth management, Waterstone Private Wealth Management is the principal provider of comprehensive services to help work toward the unique risk-management needs of retirees and pre-retiree’s. 

In other words, we’ve got your back. 
Services include: 
Asset Management
Retirement Planning
Insurance
Estate Planning
401k Rollovers
Specialized Services for: 
    Retirees
    Business Owners
    Executives
    Physicians 
Client Base Includes: 
    Individuals
    Families
    Small Businesses

Securities offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency), Member FINRA/SIPC. (For hyperlinks to FINRA and SIPC, please refer to 'Contact Info' section above.) Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity. Third party posts found on this profile do not reflect the views of Cetera Advisor Networks and have not been reviewed by Cetera Advisor Networks as to accuracy or completeness.

Find Waterstone Private Wealth Management employees' phone numbers or email addresses

Waterstone Private Wealth Management Global Highlights

North America
11

United States Of America
11

Waterstone Private Wealth Management's Leadership

K. G.
Owner
Mobile Phone
Email
M. H.
Founding Partner/Wealth Advisor
Mobile Phone
Email
K. W.
Founding Partner, Wealth Advisor, And Registered Social Security Analyst
Mobile Phone
Email
T. H.
Wealth Advisor, Director Of Business Development
Mobile Phone
Email
T. B.
Relationship Manager
Mobile Phone
Email
K. H.
Office Manager
Mobile Phone
Email
M. B.
Office Manager
Mobile Phone
Email
S. B.
Principal
Mobile Phone
Email

Waterstone Private Wealth Management Employee Metrics

100%

50%

0%

2026

2025

Banking
Business
Accounting
Administrative
Analytics
Other

Contact profiles from Waterstone Private Wealth Management

Name

Title

Contact Info

Location

Last Update

K. G.
Owner
Mobile Phone
Email
United StatesOklahoma
May 11, 2026
M. H.
Founding Partner/Wealth Advisor
Mobile Phone
Email
United StatesOklahoma
Jan 03, 2025
K. W.
Founding Partner, Wealth Advisor, And Registered Social Security Analyst
Mobile Phone
Email
Oct 23, 2024
T. H.
Wealth Advisor, Director Of Business Development
Mobile Phone
Email
United StatesOklahoma
Mar 18, 2026
T. B.
Relationship Manager
Mobile Phone
Email
United StatesOklahoma
Oct 22, 2025
K. H.
Office Manager
Mobile Phone
Email
United StatesOklahoma
Apr 16, 2026
M. B.
Office Manager
Mobile Phone
Email
United StatesOklahoma
Oct 21, 2024
S. B.
Principal
Mobile Phone
Email
Oct 21, 2024
D. L.
The Retirement Planning Concierge
Mobile Phone
Email
Feb 17, 2026

Frequently Asked Questions

What is Waterstone Private Wealth Management known for?

Waterstone Private Wealth Management operates in the Financial Services industry. The company's main headquarters is located in 9500 129th East Avenue Owasso, Oklahoma 74055 United States; you can contact the main corporate office by phone at

+1-918-272-****

. Explore Waterstone Private Wealth Management's company overview page for more information.

What is Waterstone Private Wealth Management's most common email format?

Waterstone Private Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Waterstone Private Wealth Management email formats with LeadIQ.

How many employees does Waterstone Private Wealth Management have currently?

Waterstone Private Wealth Management has approximately 8 employees as of April 2026. These team members are located across 1 continents, including North America.

Who are Waterstone Private Wealth Management's key employees and leadership?

As of April 2026, Waterstone Private Wealth Management's key employees include:

Owner: K. G.
Founding Partner/Wealth Advisor: M. H.
Founding Partner, Wealth Advisor, And Registered Social Security Analyst: K. W.
Wealth Advisor, Director Of Business Development: T. H.
Relationship Manager: T. B.

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