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    • Home
    • About Us
    • Services Provided
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    • Privacy & Disclosures
  • Home
  • About Us
  • Services Provided
  • Questions We Answer
  • FAQs
  • Privacy & Disclosures

(203) 803-0462

Personalized: Financial Planning Wealth Management Retirement Planning

Personalized: Financial Planning Wealth Management Retirement PlanningPersonalized: Financial Planning Wealth Management Retirement PlanningPersonalized: Financial Planning Wealth Management Retirement Planning


Carefree Retirement is Our Priority


Start Planning Your Future

(203) 803-0462

Personalized: Financial Planning Wealth Management Retirement Planning

Personalized: Financial Planning Wealth Management Retirement PlanningPersonalized: Financial Planning Wealth Management Retirement PlanningPersonalized: Financial Planning Wealth Management Retirement Planning


Carefree Retirement is Our Priority


Start Planning Your Future

Hire a true adviser

Fiduciaries with Your Best Interest in Mind, Not Salespeople with Quotas

 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.

EXPERIENCE TRUE PERSONAL SERVICE

Your time is valuable

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 Philosophy

True retirements aren’t spent following financial news.

 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. 

Contact US

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Waypoint Strategic Wealth

Westport CT 06880

(203) 803-0462 chris@waypointstrategicwealth.com

  • About Us

Waypoint Strategic Wealth

(203) 803-0462

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