Who We Serve

We provide comprehensive investment and financial planning to individuals from of all walks of life. No matter where you are in your personal journey, we can help you take control of your financial future.

At Waypoint Wealth Management, our relationship with you is extremely important and the most fulfilling aspect of our practice. We love helping our clients articulate, plan, and pursue their goals. We work best with individuals that:

• Are serious about their financial success and place a premium on their time
• Prefer to utilize the services of trusted, fiduciary-minded advisors
• Believe that disciplined and common sense investment advice comes from independently thinking advisors, not from large investment institutions
• Expect their advisor to utilize appropriate investment selection and monitoring criteria in the management of client portfolios
• Understand that markets fluctuate, yet expect advisors to help find a comfort zone that balances their desire to participate in investment gains while reducing downside risks
• Expect straight-forward compensation arrangements

If you feel we may be a fit for you, please call us to begin building a meaningful relationship to help you fulfill your life’s purposes.