Investments
Valued Investment Services in Wisconsin –
Your Financial Future Starts Here
Discover a partner that is as dedicated to your financial goals as you are. WaterStone Investment Services is here to help you grow and enjoy your wealth, whether you’re planning for retirement, managing investments, or just starting your financial journey. We take pride in offering personalized investment guidance, and a commitment to helping our customers work toward achieving their dreams. With a customer-first approach, we’re your partner in building a brighter financial future. Let’s create a plan together that works for you today, tomorrow, and beyond.
WaterStone Investment Services
Your Financial Partner for Life
WaterStone Investment Services makes investing approachable and centered around your goals. For those seeking financial planning, business consultation, or guidance on tax-advantaged investments, our team of LPL Financial Advisors is here to help you navigate all the options. With a focus on your assets, encouraging long-term growth, and offering one-on-one support, we ensure your financial strategy is as distinct as you are. Choosing the right financial partner can make all the difference. WaterStone Investment Services is your hometown advisor. Here’s what sets us apart.
Personalized Strategies
We take the time to understand your unique goals and design solutions that align with your vision for the future.
Valued Expertise
Backed by experienced LPL Financial Advisors, we offer guidance you can rely on for every stage of investing.
Comprehensive Solutions
From retirement planning to estate strategies, our services are built to meet all your financial needs in one place.
A Process Built Around Your Goals
The process at WaterStone Investment Services is designed to provide clarity and confidence at every step.
There are many facets to our personalized investment strategy, including:
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Discovery
We begin by understanding what matters most to you—your goals, values, dreams, and any challenges or concerns you face. This helps us build a clear picture of your financial needs. -
Develop Your Investment Strategy
Next, we assess your risk tolerance and analyze your current portfolio. From there, we craft a custom asset allocation strategy and construct a portfolio tailored to your objectives. Asset allocation does not ensure a profit or protect against a loss. (34-LPL) -
Investment Strategy Meeting
We meet with you to present our recommendations, explain the rationale behind your tailored investment strategy, and ensure you feel confident moving forward. -
Execute Your Strategy
Once approved, we will handle the details, including opening accounts, transferring assets, and conducting trades to implement your plan. -
Follow-Up
To make your transition seamless, we will review your first statements, organize paperwork, set up online account access, and walk you through digital tools for managing your investments. -
Comprehensive Wealth Management Plan
Our financial planning doesn’t stop with investments. We help you build a holistic plan that includes retirement, education, charitable giving, and succession strategies to plan your future. -
Ongoing Support
We don’t just set it and forget it. We schedule regular reviews, monitor your portfolio, and adjust as needed to ensure your financial plan stays aligned with your evolving goals.
Meet the Team That Puts Your Goals First
Our team of experienced LPL Financial Advisors is here to guide you every step of the way. From navigating a complex portfolio to starting your first investment, we take pride in offering personalized, down-to-earth support tailored to you! Your success is our priority, and we’re ready to help you pursue it.
John Gehlhaart
Senior Wealth Advisor
John has over 20 years of industry experience and has worked with banking and wealth management divisions of several leading global and regional organizations. He holds securities registrations, including the FINRA Series 7 Registered Representative registration and the FINRA Series 24 Principal registration, held through LPL Financial. He holds a State of Wisconsin Insurance License for Life, Accident & Health, Variable Life/Variable Annuity.^
^Variable Annuities are suitable for long-term investing, such as retirement investing. Withdrawals prior to age 59 ½ may be subject to tax penalties and surrender charges may apply. Variable annuities are subject to market risk and may lose value. (134-LPL)
Tyler Sass
Financial Advisor, RICP
Tyler has a strong background in the investment services industry. A University of Wisconsin-Platteville business graduate, Tyler brings over 9 years of experience. Spending time in banking, wealth management, insurance, and retirement plan consulting, Tyler brings valuable experience. He currently holds a Retirement Income Certified Professional Designation from the American College of Financial Services. Tyler is registered with LPL Financial as an Investment Advisor Representative. He earned his Series 26-limited principal license in his time with Western & Southern Life while revitalizing a top producing office. Tyler also holds his state life, health and accident, and Variable Life/Annuity insurance licenses.
Take Control of Your Financial Future with Easy-to-Use Calculators
From planning your retirement to estimating home affordability, our financial calculators are here to help you plan, track, and analyze.
Information and interactive calculators are made available to you as self-help tools for your independent use and are not intended to provide investment, tax, or legal advice. We cannot and do not guarantee their applicability or accuracy in regards to your individual circumstances. All examples are hypothetical and are for illustrative purposes. We encourage you to seek personalized advice from qualified professionals regarding all personal finance issues. (57-LPL)
Contact Our Wealth Advisors
Have questions or ready to take the next step? Fill out the form, and our team will be in touch shortly. Whether you’re looking to set up an appointment or learn more about our services, our Senior Wealth Advisors are here to help. We’re happy to meet you at any WaterStone Bank location in your Southeastern Wisconsin community!
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LPL Financial Form CRS
Your Bank (WaterStone Bank) provides referrals to financial professionals of LPL Financial LLC (LPL) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services.
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Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC).
Insurance products offered through LPL Financial or its licensed affiliates. Insurance products are offered through LPL or its licensed affiliates. Waterstone Bank and WaterStone Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using WaterStone Investment Services, and may also be employees of Waterstone Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Waterstone Bank or WaterStone Investment Services. Securities and insurance offered through LPL or its affiliates are:
The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.