Your Experience

When you become a client, you join the Waypoint family with access to our trusted team of professionals. We listen to your goals and concerns and can help guide you through some of life’s most critical events. You will sleep better at night knowing the team who designs and monitors your portfolio understands your family’s unique circumstances and is proactively working in your best interest. In addition to our investment expertise you will have an experienced, trusted team on your side for all of the financial decisions you and your family must make throughout your life.

Keys to a Successful Relationship: What You Can Expect

You can expect that we will consistently and responsibly perform all services related to the design, review and ongoing monitoring of the financial planning strategies we implement on your behalf.

We will:

  • Listen to understand and strive to acquire a thorough appreciation of your values and financial goals.
  • Carefully assess and monitor your investment risk and time frame.
  • Explain the implications of all recommended strategies and gladly answer any questions you may have.
  • Coordinate efforts with your estate and tax planning advisors to help you achieve your financial and lifestyle goals.
  • Proactively communicate planning and investment opportunities that may be relevant to achieving your goals.
  • Act in your best interest.