Objectivity and independent thinking have always been the hallmark of advice from Waypoint Wealth Management. We are not "captive agents," nor do we represent any particular company's products. However, financial advisors require an institutional partnership through which they conduct business. Our professionals are affiliated with LPL Financial, a Registered Investment Advisor. They offer no proprietary investment products, allowing the advisors of Waypoint Wealth Management access to any registered investment option with no conflict of interest.
Of all the options of broker/dealers available to us, we chose LPL Financial because they provide us maximum support and flexibility as well as state-of-the-art research services and technology giving us what we need to focus on our clients' life plans.
We believe that independence is what gives Waypoint Wealth Management the ability to serve our clients better. Our clients' success is our success because we work for them, not for an institution.
For more information about LPL Financial including important disclosures and financial information visit the LPL Financial website at www.lpl.com. LPL Financial is a member of The Financial Industry Regulatory Authority (FINRA) and Securities Investor Protection Corporation (SIPC).
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