Canton, Massachusetts
Retirement income planning, estate strategy, and fiduciary financial guidance — all under one roof, focused entirely on what comes next.
What We Do
Every service is designed to give you clarity, confidence, and a plan that actually fits your life.
Turn your savings into a reliable income stream that lasts. We model scenarios, sequence withdrawals strategically, and help you spend with confidence.
Protect your family and preserve your intentions. We coordinate with your attorneys to align financial strategy with your estate documents and wishes.
Every recommendation is held to a fiduciary standard — your interests come first, always. No commissions, no hidden agendas, just clear advice.
The timing of your Social Security claim can add tens of thousands to your lifetime benefits. We analyze your personal situation to find the right moment.
Navigating Medicare, long-term care, and supplemental insurance doesn't have to be confusing. We help you understand your options and choose wisely.
Whether it's a 401(k), IRA, or pension, we help you understand every dollar, every option, and every decision that shapes your retirement income.
Our Approach
Retirement isn't a single event — it's a series of decisions. We walk alongside you through each one, adjusting the plan as circumstances change and your priorities evolve.
We start with your story — your goals, concerns, and what a good retirement actually looks like for you.
We build a customized plan using real numbers — income projections, tax strategies, and risk scenarios you can actually see.
We put the plan in motion and check in regularly, making adjustments as life happens — because a good plan is a living plan.
About Waterstone
Waterstone Retirement Services is a fiduciary financial advisory practice based in downtown Canton, Massachusetts. We serve individuals and families navigating the transition into retirement — and the decades that follow.
Our practice is built on a simple belief: retirement planning should be personal, transparent, and guided by your best interests alone. We coordinate across financial, legal, and insurance disciplines so you have one trusted point of contact — not a dozen specialists working in isolation.
Fiduciary
Always your first priority
Canton
Locally based & accessible
Holistic
Finance, estate & insurance
Client Voices
"They helped me understand my Social Security options in a way no one had before. The clarity I gained changed how I approach everything now."
— Client, Canton, MA
"Having one team that understands my finances, my estate documents, and my insurance all in one place has been a relief I didn't know I needed."
— Client, Brookline, MA
"I was overwhelmed by all the moving parts — Medicare, withdrawals, estate planning. Waterstone brought it all together and made it feel manageable."
— Client, Boston, MA
Take the Next Step
No pressure, no obligation — just a candid look at where you stand and what your options really are.
Get in Touch
Whether you're planning for retirement, reviewing your current strategy, or simply exploring your options — reach out. We're here.
95 Washington St Ste 580
Canton, MA 02021
