Helping you navigate your financial journey

Mission Statement/Philosophy

Waypoint Group is committed to help our clients chart a clear and confident course along their financial journey. We believe in providing expert navigation, customized strategies, and unwavering support to help individuals and businesses reach their financial destinations-no matter the challenges, or opportunities they encounter. Waypoint is committed to keep our clients on course toward their goals with a clear wealth plan, which involves more than just Investment advice.

About the Team

Waypoint Group has built lasting relationships by providing customized financial guidance tailored to each client’s unique needs. Our comprehensive approach to wealth management goes beyond investment advice—we offer personalized portfolio construction, life insurance and education planning, and collaborate with trusted professionals to address tax matters, trust, and estate services.

We proudly serve a diverse clientele, including successful business owners, key executives, individuals preparing for retirement, and retirees looking to enjoy their financial freedom with confidence. Additionally, we act as the sole financial advisors for select foundations and religious organizations and manage 401(k) plans for corporate clients. At Waypoint Group, we are committed to helping our clients navigate their financial journey with clarity, expertise, and unwavering support.

Global Insight Midyear Outlook

Global Insight Monthly cover - May 2025

Curves ahead

Major markets and economies will continue to navigate around Washington and Fed policies. On the road ahead, there are at least two new factors to consider. Read the Global Insight Monthly »

Become a client

If you are not already a valued client, we invite you to experience the skill and dedication of a team built on integrity, client service and a spectrum of services for individuals, families, institutions and their assets.

Meet the team

Learn more about the Waypoint Group.

Latest Insights

Man waiting

Another round of the Fed’s waiting game

Inflation remains calm in 2025, but tariff-related price hike concerns have kept the Fed sidelined. We look at the Fed’s commentary, the impact of market forces and political pressure on yields, and the probability of rate cuts before year’s end.

Read more

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