Patterson, President, Waypoint Advisors
Direct 757.623.6121 ext. 11
Toll Free 866.623.6145
President and Founder
An experienced CERTIFIED FINANCIAL PLANNER™, Beth Patterson founded Waypoint Advisors in 2001. Beth has been quoted in Bloomberg Wealth Manager, Inside Business and regularly contributes to the local business media.
For the eighth consecutive year, Waypoint Advisors was ranked among the
nation's Top Wealth Managers by AdvisorOne (formerly Wealth
Manager magazine). Waypoint was ranked 139th out of more than 370
wealth managers across the country. The rankings were based on average
assets under management per client as of December 31, 2010. Please visit
for more details.
Waypoint Advisors was included in Private Wealth magazine's
2011 Directory of Multifamily Office and Wealth Advisory Firms in the
July/August 2011 issue.
Jane E. Tower, CFP has been promoted to Executive Vice President of Waypoint
Advisors, a Norfolk-based wealth management firm providing customized,
interdisciplinary wealth advisory services to high-net-worth families,
foundations and organizations. Jane joined Waypoint Advisors in 2001 and
most recently served as the firm's Vice President of Client Services.
For more information on Jane, please see her bio.
In the tenth edition of Wealth Manager's annual ranking of wealth
managers, Waypoint Advisors was ranked 58th out of the nation's top 348
wealth managers in July 2010. Since first being included in the rankings
in 2004, Waypoint has been consistently ranked in the top 20% of wealth
managers. The most recent rankings were based on assets under management
per client as of December 31, 2010. Please visit www.advisorone.com
for more details.
Jane Tower was recently featured in the February/March 2010 edition of Virginia Beach Woman as one of their "Women in Profile." She was selected for her involvement as President of the Board of REACH (Reading Enriches All Children). Please visit www.vabeachwoman.com for more information.
Beth Patterson was featured in a roundtable discussion on multifamily
offices ("Staring at Opportunity") in the current issue of Private
Wealth magazine. Please visit www.pw-mag.com
for more details.
Graham Spiers, Waypoint's Chief Investment Officer, was quoted in the
December 8, 2009 edition of The Wall Street Journal. The article
about 'closet index funds' and titled "What Are You Paying For?"
can be located by clicking
Graham Spiers was profiled in the November 1, 2009 edition of The
Virginian-Pilot's "At Work With..." column. A copy of the article
can be found here.
Waypoint Advisors was ranked 62nd out of the nation's top 407 wealth
managers by Wealth Manager magazine in its July/August 2009 issue.
The annual ranking was based on assets under management per client as
of December 31, 2008. Please visit www.wealthmanagermag.com
for more details.
In its July/August 2008 issue, Wealth Manager magazine ranked
Waypoint Advisors 36th out of 478 of the nation's top wealth managers.
The ranking was based on average assets under management per client as
of December 31, 2007. Waypoint Advisors has consistently been ranked
among the top 40 firms in the annual listing by Wealth Manager
magazine, a resource for financial planners and investment advisors catering
to the needs of high-net-worth individuals and families.
Waypoint Advisors was ranked 39th among 464 in Wealth Manager
magazine's annual listing of the nation's top wealth managers (July/August
2007). The ranking is based on the average assets under management per
client as of 12/31/06.
Waypoint Advisors was ranked 35th among 439 top wealth managers in the
July/August 2006 issue of Wealth Manager magazine.
The next closest ranking by a firm in Hampton Roads was 293 on the list.
It was the sixth annual ranking by Wealth Manager, a
major information resource for financial planners and investment advisors
and includes only firms offering financial planning services to high-net-worth
individuals and families.
Waypoint Advisors has launched a philanthropic advisory practice to help
individuals, families and foundations reach philanthropic goals through
effective giving. Support includes strategies for giving, program administration
and performance assessment.
Susanna Adams has joined Norfolk-based wealth management firm, Waypoint
Advisors, as a philanthropic advisor. She will develop charitable giving
strategies to help clients increase the effectiveness of their giving
and will manage philanthropic instruments for affluent individuals and
families. She most recently was vice president and charitable advisor
for the charitable services group of Wachovia Bank in Atlanta. In addition
to working with individuals, Ms. Adams has assisted non-profit institutions
in the administration of their endowments and planned giving programs.
A native of Virginia Beach, Ms. Adams is a graduate of Norfolk Academy
and Wake Forest University.
Beth Patterson, president of Waypoint Advisors, has received the "Women
in Business Achievement Award" by Inside Business, the Hampton
Roads business journal. Patterson was one of several local business women
honored for leadership excellence.
Waypoint Advisors qualified for the inaugural listing of the Multi-Family
Office Survey in the September 2004 issue of Bloomberg Wealth Manager.
Qualification was based on providing an extensive menu of family office
services, a minimum average relationship size of $4 million and a minimum
share of 25% of firm revenue coming from multi-generational relationships.
Beth Patterson, president of Waypoint Advisors, was interviewed by Private
Asset Management magazine. Regarding her firm's approach to client service,
Patterson said, "We sit down with our families and help them plan
how they want to use their wealth. What do they want their money to do
for them and say about them. It's not just about transferring money. Clients
also want to transfer their values."
Waypoint Advisors was ranked No. 26 on Bloomberg
Wealth Manager magazine's list of 450 wealth management firms.
The firm was also on Bloomberg's list of 50 fastest growing wealth management
Graham Spiers has joined Waypoint Advisors as chief investment officer,
responsible for overseeing investment research and leading the firm's
investment committee. He had been senior vice president and senior portfolio
manager of the global asset allocation group at Putnam Investments in
Jane Tower and Kevin Zywna have been named vice presidents at Waypoint
Advisors. Both will keep their current positions at the company. Tower
is director of client services. Zywna is vice president of operations.
Jane Tower, director of client services at Waypoint Advisors, has earned
the designation of certified financial planner from Certified Financial