At Waypoint Wealth Management, we hold strongly to a set of principals and values that we would personally expect from financial advisors given we were sitting on the other side of the desk.
First, we understand that our work is critically important because almost every financial decision that our clients, make can impact the quality of their lives. We begin with a full understanding of their goals and priorities. Understanding them, their history, and their aspirations is the foundation of a sound investment process.
Second, we are independent financial advisors for a reason. We chose our independent business model to avoid bias and maintain our client focus rather than focusing on the needs of our company. This gives us greater flexibility to serve our clients' needs whether it is through investment selection, strategy, or advice arrangements to name a few.
Third, we use an objective long-term decision making approach. We help our clients make informed decisions based on a thorough research process to construct investment portfolios. We avoid shortcuts and realize that the most effective approach to building wealth is through the disciplined implementation of timeless principles.
Lastly, we follow our own advice. We personally use the same planning and investment strategies that we recommend to you. Hence, our personal portfolios are substantially similar to that of our clients with variances due to risk tolerance and life stages.
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