Personalized: Financial Planning Wealth Management Retirement Planning
Carefree Retirement is Our Priority
Personalized: Financial Planning Wealth Management Retirement Planning
Carefree Retirement is Our Priority
Carefree Retirement is Our Priority
Carefree Retirement is Our Priority
Waypoint Strategic Wealth is a fee-only, fiduciary investment management service driven by your goals, aligned with your best interest, and managed by seasoned professionals who know how to mitigate risk and invest with discipline. Founded with the singular goal of transforming savings into retirement peace of mind, Waypoint utilizes principles grounded in Modern Portfolio Theory and supported by decades of historical market data.
Working with a qualified fiduciary investment adviser can help you gain confidence in your financial future, set realistic spending or saving goals, and make rational investment decisions.
Complex investment plans and products often provide more opportunities for brokers, disguised as advisers, to charge fees ranging from 2-3% of your portfolio. Success in the brokerage industry is often defined by sales skills rather than financial expertise. Pure robo-advisers, while cheaper, lack the ability to address your comprehensive financial situation and risk tolerances.
A fee-only wealth management practice ensures the adviser's incentives are fully aligned with your best interests, making it our only business model.
No gatekeepers. No endless hold times. No automated prompts.
With us, you get direct access to your advisor through phone, text, and email—whenever you need them.
Retirement is about pursuing your passions, creating memories with loved ones, and enjoying life to the fullest. Our job is to ensure you have the peace of mind to do just that—without worry or stress.
Send us a message, and tell us more about your financial goals and needs. We will get back to you soon to schedule a consultation.
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