Troy Pugh, MBA, AIF® 
Troy is a founding partner of Waypoint Wealth Management with his brother, Roger. Troy earned his Master of Business Administration degree from Utah State University after receiving his Bachelor of Science degree in Marketing from the Marriott School of Management at Brigham Young University. He is an Accredited Investment Fiduciary® (AIF®) from the Center for Fiduciary Studies and holds a certificate in Financial Planning from Boston University. Troy began his post-undergraduate career working as a financial and business analyst for an international product-marketing firm.
Eventually graduate school, a growing family, and an extraordinary amount of business travel gave Troy the reason to shift gears and join Roger at a national brokerage firm. The nature of the business agreed much more with family life and gave Troy and his wife, Leslie, the reason they were looking for to return to Troy's home state of Washington. It only took a few more years before Troy and Roger were ready to create Waypoint Wealth Management. This move to their own private practice was an effort to more fully serve the needs of their clients and avoids the biases of their former firm.
Troy focuses much of his practice on Waypoint's “disciplinedIQ” advisory process which combines a disciplined approach to asset selection and allocation with a sensible approach to risk management. This process is the result of a critical exploration of industry biases and a rethinking of the basic tenants of traditional investment philosophy. Visit DisciplinedIQ for a preview of the process.
Troy is also founder and Trustee of The Waypoint Foundation, a tax-exempt non-profit organization which provides educational opportunities to the youth of communities they serve. The foundation’s largest event of each year is a chess tournament open to all students K-12 throughout Grant County. For more information, please visit www.waypointfoundation.org.
Troy and Leslie live in Ephrata with their three children. On occasion when Troy is not spending time with his family he enjoys working on his skills as a fly-fisherman. While fishing for king salmon and tarpon rank high on his list of fishing experiences, Rocky Ford Creek just a few miles out of Ephrata remains his biggest challenge. He somewhat enjoys being a frustrated fly fisherman.
Additional information about this advisor:
Professional Designations:
AIF® - Accredited Investment Fiduciary
Education and Training:
MBA - Utah State University, 2001
BS, Marketing - Brigham Young University, 1996
Certificate in Financial Planning - Boston University, 2009
Industry Qualification Exams:
FINRA Series 24 - General Securities Principal
FINRA Series 7 - General Securities Representative
FINRA Series 66 - Uniform Securities Agent/Investment Advisor State Law
| Office and Contact Information: |
Waypoint Wealth Management
925 Basin St SW
Ephrata, WA 98823
509-754-9800, phone
509-754-9797, fax
, e-mail
Administrators at this location:
Marion Wyman , LaVoy Key |
View Larger Map |
| |
|
Waypoint Wealth Management
517 N Mission Ave, Ste A
Wenatchee, WA 98801
877-754-9800, phone
509-754-9797, fax
, e-mail |
View Larger Map |
No investment strategy can assure success or the avoidance of loss.
Return to>> About Us | Our Advisors
Next>> Investment Management | Life's Waypoints |
At Waypoint Wealth Management securities and advisory services are offered through