Integrated, Personalized Solutions
Investment strategies integrated with retirement / estate planning and other solutions impacting total wealth
A Total Wealth Plan
Imagine your investment manager and your accountant, attorney or other advisors working as a team to bring your key financial matters together. This collaboration can greatly simplify how your wealth is managed while creating new opportunities and savings.
"The single greatest value that a dedicated office can provide is coordination. The office serves as conductor of the family's financial 'orchestra,' which includes lawyers, accountants, consultants, managers and employees." --- Wealthy & Wise by Ellen Perry
Beyond acting as your investment manager, Waypoint can partner with your existing advisors, or bring in needed resources, to create one orchestrated team, acting on your behalf. The result: tax minimizing strategies that tie investments with retirement and estate planning, philanthropy, insurance coverage and other financial and family matters—for one cohesive wealth plan that truly reflects your goals and values.
What A Personalized Wealth Plan Really Means
Whether you are building wealth or more concerned with leaving a legacy, it is important that your wealth plan aligns with where you are in life. Many of our clients are experiencing a major life change: planning for retirement, selling a family business or receiving an inheritance. Working together, we create investment strategies and other wealth-related plans that directly address your unique situation.
Legacy Strategies Investment Management Services