Setting The Course for Your
Waypoint is an Atlanta based team of wealth counselors providing fee-only investment management and financial counseling services. We develop lasting partnerships around a nucleus of client needs and through a relentless focus on our core values of transparency, objectivity and integrity.
As an independent firm we are not beholden to any outside financial institution. We offer objective advice and strategically define goals which formulate a clear course for you to navigate the complex financial system around us.
Brad McGrew CFP®
Brad McGrew is a Partner at Waypoint Wealth Counsel. Brad has more than 25 years of financial experience. He specializes in working with business owners, preparing for retirement, and corporate executives.
Brad started his career at Arthur Andersen where he focused on tax planning and financial planning for high net worth individuals. He is passionate about developing unique solutions to complex financial planning issues for his clients. Brad finds his education and experience as a CPA invaluable in the development of wealth management strategies. Prior to starting Waypoint, Brad was a wealth advisor in the Private Wealth Management division of Truist where he worked extensively with business owners, helping them develop financial planning strategies that minimized the tax impact of the sale of their companies.
Brad is a Certified Financial Planner® practitioner. He earned a Bachelors of Art in Accounting from the University of West Florida and a Masters in International Business from Georgia State University.
Brad lives in Buckhead with his two children. In his free time, he enjoys playing pickleball and cycling.
Michael Rollauer CFP®
Michael brings more than 20 years of experience in wealth and asset management working with private investors and high net worth families. He enhances Waypoint’s open architecture investment platform by providing an expertise in alternative investments.
He joined Waypoint as a Partner after advising clients over the last 11 years at an Atlanta based RIA. He transitioned to the independent advisory model after starting his career at Smith Barney. Michael firmly believes the independent advisory model best serves the needs and objectives of his clients.
Michael earned a Bachelor of Science from Vanderbilt University in 1996 and the Certified Financial Planner® designation in 2003.
He and his wife, Jennifer, live in Atlanta with their three children. He is actively involved in coaching at Buckhead Baseball and Northside Youth Organization (NYO). Michael is an avid squash player and played four years of varsity tennis while at Vanderbilt.
Matthew is a Partner at Waypoint. Matthew has more than 15 years of wealth and asset management experience where he has advised clients on portfolio management, estate plans, and financial planning.
Matthew started Waypoint with the belief that being independent transforms the client relationship to a true partnership where everyone’s interests are aligned. He believes his experience at a Wall Street firm combined with his experience as an independent Wealth Advisor provides a unique expertise to his clients. He has been selected as a Forbes Best in State wealth advisor and a Forbes Next-Gen Best in State wealth advisor.
Matthew graduated from the University of Georgia with a B.S.S. degree in Accounting. He is actively involved at Northside Methodist Church and Buckhead Baseball, a local youth baseball organization. He lives in Buckhead with his wife and three children.
Prior to joining the Waypoint team, Will gained valuable experience through internships with Raymond James Financial and Rollins Inc. The internships with two industry leaders in their respective fields broadened his knowledge of capital markets and financial analysis. While at Raymond James, he worked for the Institutional Fixed Income Sales Manager in the Atlanta office. During his time at Rollins, Will worked in the M&A department producing valuation reports for target companies.
Will graduated from the University of Georgia in 2016 with a B.B.A in Finance. He is an active member at Dunwoody United Methodist Church, volunteering with the youth and International Mission teams, and Habitat for Humanity. Will is on the Young Professionals Board of HOPE Atlanta, whose goal is to eliminate homelessness and hunger in Georgia. He also spends time working with the First Tee of Atlanta, mentoring Atlanta inner-city youth on character and personal growth through the game of golf.
Will is currently studying to sit for the Certified Financial Planner Exam.
Dan specializes in working with business owners, corporate executives, and real estate professionals. He supports all aspects of the client relationship including portfolio management, financial planning, and private investments. Dan is also tasked with providing the highest level of client service to the firm’s families. Prior to joining the Waypoint team, Dan was an advisor at Nicholas Hoffman & Co.
After moving from England at a young age, Dan grew up in Atlanta where he attended the Lovett School. He graduated from College of Charleston where he earned his bachelor’s degree in International Business and minored in Spanish. In his free time Dan serves on the Young Professional Advisory Committee at The Atlanta Children’s Shelter. Dan enjoys playing golf, soccer, tennis, and coaching basketball at Northside Youth Organization.
OUR TEAM OF ADVISORS
Matt Reams CFA®, Portfolio Manager
Tim Daughtry CFA®, Portfolio Manager
Matt focuses on the firm’s Small Cap Value portfolios, which he founded at Buckhead Capital Management in 2000. Prior to his 18 years at BCM, he was a Portfolio Manager at Montag & Caldwell Investment Counsel in Atlanta, Georgia. At Montag, Matt was a voting member of the investment management team and co-managed the mutual fund department serving more than 300 institutional clients and $3 billion in assets.
Previously, he was an investment consultant for a national consulting firm and an equity analyst for a Midwest investment-counseling firm.
Matt received a B.A. degree in Religion and Philosophy from Furman University. He holds a CFA charter and is a member of both the CFA Institute and the Atlanta Society of Finance and Investment Professionals.
Married, with two sons and a daughter, Matt enjoys playing golf and coaching his children’s sports activities.
Tim received a B.S. with honors in Management and a concentration in Finance from the Georgia Institute of Technology. While an undergraduate he worked as an intern in investment management at Edge Capital Partners and as an intern in business valuation at Adams Capital. Prior to joining Waypoint, he held the same role at Buckhead Capital Management beginning in 2011.
Tim also served as a Director for the Georgia Tech Student Foundation Investments Committee where he was responsible for researching equities and managing the student endowment portfolio. He holds a CFA charter and is a member of both the CFA Institute and the Atlanta Society of Finance and Investment Professionals.
Identification of Issues
Ownership of Business & Special Assets
PLANNING & ORGANIZATION
Tax and Financial Planning
Custody of Assets
Control Issues & Administration
Review of Existing Holdings
A Different Kind of Advisory Relationship
Waypoint Wealth Counsel is a fee-only wealth management firm providing investment management and financial counseling. Waypoint’s foundation is built upon a client-focused culture, an open architecture approach to investing, and a holistic approach to financial counseling. The commitment to our clients and hands-on wealth counsel is practiced through three core values: transparency, objectivity, and integrity.
Brad McGrew and Matthew Woods founded Waypoint Wealth Counsel in 2014 to offer independent, fee-only portfolio management, and financial counseling.
After years of experience at brokerage firms, banks, and other registered advisory firms, Brad and Matthew decided the best approach in wealth management is one that is truly focused on their clients. Waypoint is built with a client-focused culture, which has an open architecture of high-quality investments and utilizes their ability as an independent advisor to consult on all financial affairs.
In 2021, Michael Rollauer merged his business with Waypoint to complete the partnership team. His experience as a private wealth manager solidifies the investment team with an abundance of alternative investment experience.
3715 Northside Parkway NW
Building 400 Suite 775
Atlanta, GA 30327