Waypoint Wealth Planning Principles*

We believe that wealth management is more than discussing portfolio investment allocation. It is about evaluating, without prejudice or bias, the most efficient means of allocating a family’s entire pool of resources efficiently to match their family and financial values as well as managing the risks that threaten those values.

Businesses periodically need to do a S.W.O.T. assessment (Strengths, Weaknesses, Opportunities, Threats) in their competitive market space in order to meet their long term objectives and adhere to their mission statement

Families and individuals should afford themselves the same type of evaluation with regard to their financial lives and make decisions according to the findings.

We believe that recommendations of wealth management strategies should only be offered to fulfill the family purpose, which might consider multi-generational goals based accumulation strategies, distribution planning through retirement, or philanthropic endeavors.  These strategies should be developed and recommended with input from the family’s ‘virtual family office team’.

At our firm, we have the client—and only the client—in mind.

Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.

We understand the challenges families face today.

From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals.