 At Waypoint Wealth Management we offer a full range of Investment Strategies customized to your risk tolerance, stage of life and goals, desire for involvement, asset level, tax sensitivity, and investment experience.
We use a variety of account structures and tenancy considerations to support your established planning goals. We also have available various commission, fee-based, and hourly consulting arrangements to provide strategy application flexibility where necessary.
In many cases the investments we suggest have as much to do with achieving investment objectives as anything else. Our independent platform gives us access to a large variety of investments including individual stocks, mutual funds, unit investment trusts, exchange traded funds (ETFs), variable annuities, fixed annuities, bonds, structured notes, real estate investment trusts, options contracts, separately managed accounts, term and permanent life insurance contracts, limited partnerships, equipment leasing, and many more.
Of the many investment platforms we have available to our clients, our most flexible and sensible investment platform is called disciplinedIQ. If you are wanting to increase the investment selection and allocation management standards in your investment plan, continue to the next page titled "disciplinedIQ".
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