You Don’t Have To Be Filthy Rich

The services of Waterstone Private Wealth Management ARE NOT just for the wealthy.

When you see or hear the name, Waterstone Private Wealth Management, you might think it’s for the very wealthy. Co-owners Ken Grant and wife Melanie Hasty-Grant, want everyone to know that isn’t the case. Wealth is a relative term and the services offered at Waterstone are appropriate for anyone who wants to make the most of their investments. “Wealth isn’t something that just happens to you one day (unless you win the lottery). You have to have a plan and a strategy to get you there,” said Melanie. “We are the ones to help you do that.”

    Neither Ken nor Melanie was born with a silver spoon in their mouth.  Ken grew up in Mesquite, Texas, enjoyed sports, and played football at OSU.  Today Ken spearheads ­investment analysis and strategic counsel for Waterstone Private Wealth Management and has more than 20 years of ­experience in business ­administration and investment management.  He is a ­sought-after source for national ­television, radio, and news ­outlets.  Recent appearances include CNBC’s PowerLunch, Fox Business Opening Bell, The Dow Jones Newswire, and The Wall Street Journal.

    Melanie grew up on a farm in Arkansas.  She received a Master’s Degree in Counseling Psychology from OSU and was employed as a marriage and ­family counselor for 11 years.  She attributes this experience for her down-to-earth, straight ­talking, tell-it-like-it-is style when she counsels clients today.  Melanie handles the long-term, big-picture planning, client ­development, and financial ­planning side of the business.

    Melanie also writes a series of articles for Value News ­entitled, “Ask the Money Maven.”  “I write my monthly articles based on what my clients are worried or concerned about,” she says.  She wrote “When a Penny Saved is not a Penny Earned” when several seniors had come to her searching for something to do with their CD’s that weren’t earning much.

    Many circumstances call for financial decisions, you may be going through period-of-life changes including retirement, a job change, divorce, or even settling the estate of a family member following a death.  Whatever your financial situation, one of your best investments today could very well be seeking the advice of someone with the knowledge, know how and experience to help you make the most of your finances now and for the future.  “A lot of folks visit our offices with questions and concerns about the options they now have as they have been affected by recent changes in their lives,” said Melanie.  Layoffs, changes in retirement plans, discontinuation of ­pension plans, and take-overs are all transition events that could provide opportunities for you to make new, smarter decisions with your money.  “Having your retirement assets in your own IRA where you make the ­decisions about who will manage your money, is always a better decision than leaving it with ‘the company,’” she added.

    Melanie also shared, “Many people hesitate because they fear it may cost too much. You should be concerned about cost. The fees of most investments are standard across the board. They are the same no matter who you purchase them from. You are likely to pay between one and two percent of your portfolio ­value for a professional to ­manage your money. They are worth every penny. You can lose more than that in the market in a matter of minutes.” Ken added, “You don’t hear of people shopping for the cheapest ­doctor. Let me assure you, you don’t want the cheapest ­investment advice either.”

    “With today’s volatile ­markets, it’s wise to develop a strategy to help you adapt,” said Ken.  “If you don’t, you could remain on a path for continued pain and worry.”  Due to their reputation and national media exposure on CNBC and The Wall Street Journal.com, Waterstone Private Wealth Management has clients all over the United States. If you are ready to take control of your finances, you should take ­advantage of these nationally ­recognized local experts.

 

For more information, contact

Waterstone Private Wealth Management

(918) 272-1120

www.waterstonewealth.com