My passion for financial planning begins with these very simple human facts: each of us has the freedom to make choices concerning how we live our lives. This freedom is one of the many gifts of living in a free society. Many of the choices we make have a financial component and frequently this is either not adequately recognized or addressed. Even if acknowledged we do not always do the things we need to do to address these financial dimensions of our life decisions.
Services
We help you to explicitly create your goals and possibilities, help you understand the different paths you can follow to realize these, provide you with a map for each step of the way and guide you to make sure you are making smart financial decisions in light of these goals.
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.
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.
Before this John was a member of the elite Platinum Financial Advisors team with one of the leading financial planning firms in the country. The desire to work in a financial planning firm began when John met his wife Wilma in 1993. Wilma had been widowed in 1991 and left with two young children, a daughter aged three and a son aged one.
John C. Moynihan, Certified Financial Planner(R) and Managing Member of Waterstone Wealth Advisors, LLC has been providing clients with financial planning and investment advisory services since 1994. He has over 20 years of experience in the financial services industry and oversees all client financial planning for Waterstone Wealth Advisors LLC.
Investment advisory services and compensation structures differ from that of a registered broker-dealer, and it is important that you understand the differences. Free and simple tools are available to research firms and financial professionals at www. Investor.gov/CRS. The site also provides educational materials about broker-dealers, investment advisers and investing.
Every financial decision we make has an impact on our lives which ripples through even the non-financial dimensions of our lives. Wealth management combines ongoing financial planning and prudent investment management into a process of clarifying and enhancing your financial situation by addressing all of your financial possibilities and goals on a regular and ongoing basis.
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