Waterstone Wealth
At Waterstone Wealth, our commitment to your success drives everything we do. As your centralized resource, we take a holistic approach – assessing, designing, and monitoring your financial plan – to deliver precise, adaptable solutions for your life goals.
We deliver personalized, high-touch service by leveraging modern technology and partnering with your trusted advisors – including estate attorneys and tax professionals – to provide comprehensive, proactive guidance. We act as a vigilant overseer, ensuring every aspect of your financial picture stays in sync with your long-term goals. Our incentives are tied to your success, ensuring your financial prosperity is our priority.
Tom Worth
Co-Founder
Tom is a Certified Financial Planner (CFP®) with over 25 years of experience in the financial services industry. He specializes in estate planning and plays a key role in cultivating and strengthening client relationships at Waterstone Wealth. Before joining the firm, Tom spent a decade at a Charlotte-based Hedge Fund and investment firm. Tom has extensive expertise in life insurance, financial and estate planning. His financial career began with investment management training at First Union Securities, now Wells Fargo.
Tom is a member of the Charlotte Estate Planning Council, reflecting his commitment to professional excellence in his field. He holds a Bachelor's degree in English from North Carolina State University (1994) and also attended Wake Forest University and the University of St. Andrews in Scotland.
A Raleigh, NC native, Tom has lived in Charlotte since 1996 with his wife, Lawson, and their two children.
Chris Wilson
Co-Founder
Chris began his career at UBS Financial Services, followed by 6 years at a Charlotte-based Hedge Fund and investment firm, gaining extensive experience in compliance, operations, and financial planning. Drawing on this expertise, he co-founded Waterstone Wealth to provide clients with thoughtful, tailored financial strategies. Known for his attention to detail and commitment to excellence, Chris helps individuals and families navigate complex financial decisions with confidence.
Outside of work, he enjoys making the most of family life with his wife and three young daughters.
James Newman
Co-Founder
James is a seasoned financial professional with over a decade of experience in wealth management and financial planning. He spent 7 years at UBS Financial Services, developing a deep understanding of investment strategies, risk management, and financial planning. Following his tenure at UBS, he worked until 2025 at a private wealth advisory practice, further honing his expertise in personalized financial planning and wealth management.
With a strong commitment to helping individuals and families achieve their financial goals, James takes a comprehensive approach to financial planning, ensuring clients receive tailored strategies for long-term success.
Outside of work, he enjoys spending time with his wife, Elizabeth, and their son.