Waypoints -- markers that chart the way for travelers and help to avoid treacherous territory -- inspired our firm's name. As wealth managers, Waypoint Advisors helps clients set a clear direction to reach their total wealth-related goals.
Founded in 2001 by Beth Patterson, Waypoint Advisors follows a multi-family office model, providing customized, interdisciplinary wealth advisory services to families and organizations. Waypoint currently manages approximately $379 million in assets.
What clients expect from wealth managers: "respect, trust and expertise, all built on a foundation of solid advice and genuine caring. It's a relationship that empowers clients to understand they have financial and lifestyle choices." --- Bloomberg Wealth Manager, December 2003
What spurred this rapid growth and sets us apart? In addition to our sound operating structure and professional talent, we are committed to delivering exceptional client service. This means investing the time to:
Beth Patterson, CFP
Jane Tower, CFP
Executive Vice President
Rufat Garalov, CFA, CAIA
Director of Research Operations and Analysis
Graham Spiers, CFA
Waypoint's offices will observe the following holiday closures during 2013.
New Year's Day - Closed Tuesday, January 1
Friday, May 24 - Close at 2 PM
Memorial Day - Closed Monday, May 27
Wednesday, July 3 - Close at 2 PM
Fourth of July - Closed Thursday, July 4
Friday, August 30 - Close at 2 PM
Labor Day - Closed Monday, September 2
Wednesday, November 20 - Close at 2 PM
Thanksgiving - Closed Thursday, November 21 & Friday, November 22
Christmas Eve - Closed Tuesday, December 24
Christmas Day - Closed Wednesday, December 25
Tuesday, December 31 - Close at 2 PM
New Year's Day 2014 - Closed Wednesday, January 1, 2014