Waypoint Advisors is a wealth management firm advising foundations, organizations and high net-worth families in both the financial and meaningful sides of managing wealth.
Building a strong investment portfolio then leveraging this into a
plan that addresses all your wealth-related needs is something few investors
can accomplish alone. That's why clients look to Waypoint Advisors as
a central resource in building, managing and transferring wealth to
future generations.
Acting as your investment manager and working with your legal and tax
advisors, we help devise tax-intelligent plans that integrate investment
strategies with retirement / estate planning and other wealth-related
issues.
More than money itself, perhaps you feel that what matters most about
wealth are its possibilities for leading a more meaningful life. If
you want to make a difference and want the generations that follow to
do the same, Waypoint Advisors can help. Building wealth and building
a legacy: That's the point of working with Waypoint.
|
The Latest... 2101 Parks Avenue, Suite 800 Our phone numbers remain the same. |
Integrated, Personalized Solutions
Investment strategies integrated with retirement / estate planning and other solutions impacting total wealth.
Legacy Strategies & Philanthropic Services
Multi-generational support in using wealth for maximum personal meaning.
The meaning you give to your financial wealth is a statement of who you are. --- Wealth in Families by Charles Collier