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Waterstone Private Wealth Management Employee Directory

Financial ServicesOklahoma, United States2-10 Employees

Waterstone Private Wealth Management is a financial services firm based in Owasso, Oklahoma. The company offers a range of wealth-management services aimed at retirees and pre-retirees, including asset management, retirement planning, insurance, estate planning, and 401k rollovers, with a focus on addressing risk-management needs for individuals, families, and small businesses.

The firm positions itself as a specialized advisory resource for retirees, business owners, executives, and physicians, serving clients in the Tulsa area and surrounding communities. With a profile that highlights media recognition and more than a decade of experience, Waterstone Private Wealth Management provides investment advisory and securities services through affiliated entities, operating within the broader financial services industry and emphasizing personalized planning and comprehensive financial guidance for its client base.

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

Waterstone Private Wealth Management Global Highlights

Location
Employees

North America
12

Minus sign iconPlus sign icon
  • United States Of America
    12

Waterstone Private Wealth Management's Leadership

  • Stylized image of a person
    K. G.
    Owner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. H.
    Founding Partner/Wealth Advisor
    Phone icon
    Mobile Phone
  • Stylized image of a person
    K. W.
    Founding Partner, Wealth Advisor, And Registered Social Security Analyst
    Phone icon
    Mobile Phone
  • Stylized image of a person
    T. H.
    Wealth Advisor, Director Of Business Development
    Phone icon
    Mobile Phone
  • Stylized image of a person
    T. B.
    Relationship Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    K. H.
    Office Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. B.
    Office Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    S. B.
    Principal
    Phone icon
    Mobile Phone

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
  • Stylized image of a person
    K. G.
    Owner
    Phone icon
    Mobile Phone
    United StatesOklahoma
    Jun 30, 2026
  • Stylized image of a person
    M. H.
    Founding Partner/Wealth Advisor
    Phone icon
    Mobile Phone
    United StatesOklahoma
    Jun 26, 2026
  • Stylized image of a person
    K. W.
    Founding Partner, Wealth Advisor, And Registered Social Security Analyst
    Phone icon
    Mobile Phone
    Oct 23, 2024
  • Stylized image of a person
    T. H.
    Wealth Advisor, Director Of Business Development
    Phone icon
    Mobile Phone
    United StatesOklahoma
    Mar 18, 2026
  • Stylized image of a person
    T. B.
    Relationship Manager
    Phone icon
    Mobile Phone
    United StatesOklahoma
    Jan 06, 2026
  • Stylized image of a person
    K. H.
    Office Manager
    Phone icon
    Mobile Phone
    United StatesOklahoma
    Apr 16, 2026
  • Stylized image of a person
    M. B.
    Office Manager
    Phone icon
    Mobile Phone
    United StatesOklahoma
    Oct 21, 2024
  • Stylized image of a person
    S. B.
    Principal
    Phone icon
    Mobile Phone
    Oct 21, 2024
  • Stylized image of a person
    D. L.
    The Retirement Planning Concierge
    Phone icon
    Mobile Phone
    Feb 17, 2026

Frequently Asked Questions

What is Waterstone Private Wealth Management known for?

Minus sign iconPlus sign iconWaterstone 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?

Minus sign iconPlus sign iconWaterstone 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?

Minus sign iconPlus sign iconWaterstone Private Wealth Management has approximately 8 employees as of June 2026. These team members are located across 1 continents, including North America.

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

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As of June 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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