Don Brosz

Cincinnati, OH

Verified Identity

Managing Partner at

WaterStone Investment Counsel, LLC

Years of Experience

30 years

Member Since

2023

Allow Me to Introduce Myself

I started in the investment business with E.F. Hutton. I was with Paine Webber prior to starting our present firm, WaterStone Investment Counsel, in 1995. We are a fiduciary, registered investment advisory firm. Our clients' assets are held by either Fidelity Investments or Charles Schwab & Co. Wate...

Clientele

Inheritors

Retirees

Attorneys & Paralegals

Healthcare Workers

Ultra High Net Worth Individuals

Corporate Executives

Partners at Law Firms

Doctors

Surviving Spouses

High Net Worth Individuals

Wealthy Families

Businesswomen

Nurses

Services Provided

Investment Management

Retirement Planning

Estate Planning Strategies

Financial Planning

Specialties and Expertise

High Net Worth Planning

Ultra High Net Worth Planning

Portfolio Construction

Retirement Income

Credentials and Designations

Series 65

Series 65 - Uniform Investment Adviser Law Exam

Click to learn more

Pricing Models

AUM

Education

University of Cincinnati[7]

BBA Finance. Juris Doctor (JD) from Taft law School.

Obtained in 1979

Disclosures and Proof of License

SEC Profile

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