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Waypoint Wealth Planning - Stamford, CT

290 Harbor Drive, Workpoint Suite, Stamford, CT 06902

TEL.203-588-9444

 

Team

At Waypoint Wealth Planning, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients. Through our nearly 50 yrs combined experience and working with our strategic partners we can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

 

Steven is a CERTIFIED FINANCIAL PLANNER™ and holds an MBA in Finance from the UCONN School of Business, an M.S. from the SUNY Maritime College and a B.S. from the Massachusetts Maritime Academy.

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