290 Harbor Drive,
Delivering A 'Family Office' Styled
Wealth Management Experience
Creating multi-disciplinary teams with your trusted advisors, working together, to arrive at your unique financial waypoints.
Waypoints are a series of necessary, pre-determined steps along the course of a well planned voyage.
Purpose Based Planning
Understanding not only where to go but how to get there in a way that is right for you.
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?
Is your business strategy part of your wealth planning strategy?
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 inter-generational 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.
Our clients’ core values, goals and long-term needs drive our guidance and recommendations as the forecast changes, we adjust course for our clients accordingly
Identifying and allocating risk appropriately to meet our clients goals
Delivering comprehensive oversight for our clients' financial lives by building a team enviornment with their trusted advisors
WEALTH MANAGEMENT STRATEGIES SHOULD HELP
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Steven F. Minninger, Jr., CFP®, MBA is a Fairfield County and Newport County, RI Fee-Based Financial Advisor located in both Stamford, CT and Newport, RI 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. .Investment Advisory Services offered through William Joseph Capital Management, LLC, a Registered Investment Advisor. Insurance Products offered through Minninger Financial Services, LLC. William Joseph Capital Management, LLC., and Minninger Financial Services, LLC are not affiliated.