Please reach us at chris@waypointstrategicwealth.com if you cannot find an answer to your question.
Yes, As fiduciaries, we always invest and plan with your best interests in mind.
Yes, Your assets are held at Charles Schwab. Every asset and balance is updated on their website, as well as in monthly statements.
Your initial one or two meetings with us are completely complimentary. We’re here to be a resource, offering basic guidance and helping you determine whether Waypoint is the right fit for you and your family. Our fees are typically based on a percentage of the assets we manage, and we also provide financial planning and consulting services on an hourly basis.
Fees are typically charged based on a percentage of the assets we manage. We also offer planning and consulting services by the hour.
We utilize ETF's, Individual Stocks, Individual Bonds, and on occasion Mutual Funds. We will invest in Digital Assets, Private Equity and Hedge Funds based upon specific needs for a client.
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