Waterstone Wealth Advisors LLC Employee Directory

Financial ServicesNew Jersey, United States2-10 Employees

Waterstone Wealth Advisors, a fee-only registered investment advisor, provides comprehensive financial planning and investment management services to people looking to make smart financial decisions. Because we are an independent, employee owned firm we work solely for the best interests of our clients, not for the interests of some large financial company.

Life can be very hard at times; we want each of our clients to know that we will be there for them to celebrate their accomplishments and to help them through their inevitable challenges. I believe that, at minimum, we have been put here with a moral obligation to help each other. I am truly fortunate to have been able to create a firm where our only consideration is always for those we serve: our clients.

John C. Moynihan, CFP®
Managing Member

Find Waterstone Wealth Advisors LLC employees' phone numbers or email addresses

Waterstone Wealth Advisors LLC Global Highlights

Location
Employees

North America
3

Minus sign iconPlus sign icon
  • United States Of America
    3

Waterstone Wealth Advisors LLC's Leadership

  • Stylized image of a person
    J. M. C.
    Managing Member, Cfp
    Phone icon

Waterstone Wealth Advisors LLC Employee Metrics

100%
50%
0%
2026
2025
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Banking
  • Other

Contact profiles from Waterstone Wealth Advisors LLC

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    J. M. C.
    Managing Member, Cfp
    Phone icon
    United StatesNew Jersey
    Feb 18, 2026

Frequently Asked Questions

What is Waterstone Wealth Advisors LLC known for?

Minus sign iconPlus sign icon
Waterstone Wealth Advisors LLC was founded in 2006 operates in the Financial Services industry. The company's main headquarters is located in Somerset, New Jersey 08875 United States. Explore Waterstone Wealth Advisors LLC's company overview page for more information.

What is Waterstone Wealth Advisors LLC's most common email format?

Minus sign iconPlus sign icon
Waterstone Wealth Advisors LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Waterstone Wealth Advisors LLC email formats with LeadIQ.

How many employees does Waterstone Wealth Advisors LLC have currently?

Minus sign iconPlus sign icon
Waterstone Wealth Advisors LLC has approximately 3 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are Waterstone Wealth Advisors LLC's key employees and leadership?

Minus sign iconPlus sign icon

As of February 2026, Waterstone Wealth Advisors LLC's key employees include:

  • Managing Member, Cfp: J. M. C.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.