290 Harbor Drive
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.
We create strategies that are tailored to your needs and goals.
Years of experience have prepared us to guide you through your life transitions.
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.