Waypoint Wealth Counsel

We are a fee-only wealth management firm providing investment management and financial counseling services. We provide expert advice to strategically define individual goals and objectives at any stage in life.

Our commitment to our Clients and “hands-on” wealth counsel is practiced through our core values:

transparency, objectivity, integrity

We believe in the accessibility and communication of information. In an increasingly complex financial system, we formulate a clear, understandable course of action and communicate every important detail with our Clients.

We are an independent firm and are not associated with any outside financial institution. It is this independence that allows us to offer objective advice to our Clients.

Our Clients are our partners. As our Client, your success is inseparable from our success. We strictly adhere to and practice high standards in every facet of the wealth management process.