About

Founded in 2001, Waypoint Advisors is an independent, registered investment advisory firm, working with high net worth families and foundations from across the country. We help our clients set a clear direction to reach their wealth-related goals. By coordinating with their other advisors, we take a holistic approach to managing their wealth.

By choosing to only work with a select number of clients, we are nimble and able to customize our services for their unique needs and objectives. As a result, we have achieved enduring personal relationships. Our clients know we care.

Compensated only by clients, we do not receive commissions or incentives to sell or recommend products. This independence frees us to provide objective advice and seek out best talent among outside money managers for investment portfolios. Our open architecture assures that our interests are aligned with our clients’ and allows us the freedom to select any strategy that best meets their needs. We can access the resources of larger firms and deliver our services with a personal touch.

Our integrity is paramount and our clients can be sure that we have their best interests at heart. Earning the trust and confidence of our clients is at the core of our mission.

We have developed a process to help families fit all the pieces of their financial puzzle together in a way that reflects their unique goals and values. We call it the Waypoint Way™.”