Welcome to Waypoint Wealth Management

At Waypoint Wealth Management, we have created a unique process for helping our clients create a compelling, integrated vision of their financial future and live a more empowered life. As a part of our services, we offer securities and investment programs and are therefore required to provide the following disclosure:

Securities related services are intended for use by residents of the following states in which Waypoint Wealth Management representatives are currently licensed. Please note that application for registration may be made in any state. If you reside in a state not listed below, please contact us at 509-754-9796.

LPL Financial representatives affiliated with this site are currently registered to distribute Securities in the following states: Arizona, California, Colorado, Idaho, Minnesota, Mississippi, Missouri, Nevada, New York, North Carolina, North Dakota, Ohio, Oregon, Virginia, Utah, and Washington.

Securities and investment information provided on this site are offered through LPL Financial, A Registered Investment Advisor, Member FINRA/SIPC.