Wealth Planning | Investment Advisors | Financial Planning

Delivering A Family Office Experience

Creating multi disciplinary teams working together to get you to your waypoints.

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Waypoint

Waypoints are a series of necessary, pre-determined steps along the course of a well planned voyage.

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Purpose Based Planning

Understanding not only where to go but how to get there in a way that is right for you.

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Managing the Risks

Wealth planning is not only about knowing where you want to go, but also protecting against the risks that could keep you from getting there. HOW MUCH RISK ARE YOU WILLING TO TAKE?

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Business Planning

Is your business strategy part of your wealth planning strategy?

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OUR MISSION

Waypoint Wealth Planning’s goal is to deliver the best coordinated experience of wealth planning and wealth management, allowing our clients to be confident and secure that all of their financial resources are working as effectively, as possible to meet their goals while still accounting for their core values. Whether planning for retirement or securing an intergenerational financial legacy, our family office experience provides a high level of service and coordination that considers clients’ holistic financial picture and puts clients’ best interests first.

WAYPOINT PRINCIPLES

Our clients’ core values, goals and long-term needs drive our guidance and recommendations

We obtain a holistic financial picture of our clients through coordination with their other professional advisors

Together, with our clients, we determine the necessary waypoints to plot a course toward each client’s goals

As the forecast changes, we adjust course for our clients accordingly

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OFFERING A COORDINATED APPROACH

Building highly skilled teams with core competencies to deliver comprehensive oversight for our clients' financial lives

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PROVIDING VALUES-DRIVEN ADVICE

We believe that planning your financial journey is more than maximizing absolute returns, minimizing taxes and reaching your destination with the greatest net worth.

It’s about the richness of the voyage and making sure that voyage meets a larger purpose.

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WEALTH MANAGEMENT STRATEGIES SHOULD HELP FULFILL A FAMILY’S UNIQUE GOALS, HELP NAVIGATE THEIR VOYAGE, ADHERE TO THEIR CORE VALUES AND ACCOUNT FOR THE INEVITABLE CHANGES OVER TIME.

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Still Unsure? We Can Help.

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Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Steven F. Minninger, Jr., CFP®, MBA is a Fairfield County Fee-Based Financial Advisor located in Stamford, CT and serves clients throughout the Tri-State and New England areas. Steve Minninger is a Certified Financial PlannerTM Practitioner, a member of the Fairfield County Financial Planning Association® and licensed Investment Advisory Representative.