Frequently Asked Questions


Do you offer a complimentary meeting?

Yes! Call us at (513) 573-0440 to set up a complimentary meeting.

What are the services you offer?

We offer several different services: portfolio management, capital markets, retirement planning, estate planning, tax planning, and insurance planning. 

Who are your custodians?

We hold our clients' assets with Charles Schwab and Fidelity Investments! WaterStone Investment Counsel, LLC manages the investments while Fidelity and Schwab will custody the assets. Both custodial firms custody hundreds of billions of dollars in total brokerage assets. Their experience in holding large volumes of investment assets has resulted in the development of extensive safeguards to ensure the protection of the assets of WaterStone's clients. 

Does your location have parking and WiFi?