Broker Check

Waypoint Wealth Planning - Stamford, CT

290 Harbor Drive, Workpoint Suite, Stamford, CT 06902

TEL.203-588-9444

 

Services

We provide straight forward advice on often complex financial matters affecting retirement planning, business succession plans, inter-generational asset transfers and philanthropic estate planning objectives

PORTFOLIO MANAGEMENT

Fee based asset management utilizing a blend of investment strategies and portfolios suitable for various investment climates and client needs. WATCH VIDEO TO LEARN MORE

FEE BASED FINANCIAL PLANNING

  • Retirement Income and Savings Strategies
Strategies developed to convert personal savings (IRAs and 401(k)s) into personalized ‘pension like ‘ portfolios that are designed to generate income for life and reduce the long term effects of inflation.

  • College Savings and Funding Strategies
  • Elder Care Planning
  • Executive Compensation Management
    • Employee Owned Deferred Stock and Options 
    • Concentrated Employee Stock Positions 
  • Estate Planning and Wealth Preservation Strategies 
  • Corporate Benefits Analysis 

PERSONAL RISK MANAGEMENT 

Needs based analysis to evaluate threats to your wealth planning objectives.

  • Life Insurance
  • Long-Term Care Insurance
  • Disability Insurance
  • Property and Casualty and Liability Protection 

CORPORATE BENEFITS PACKAGES

  • Corporate sponsored retirement plans
    • Defined Benefit 
    • Defined Contribution
    • SEP IRAs
    • Profit Sharing 
    • 401(k) , SIMPLE 401(k)