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 Monthly

Global Insight Monthly cover - October 2025

AI's big leaps in 2025

AI is seldom out of the headlines in 2025, with defining developments coming one after another. We look at where AI is today and how its promise is matched against technological, economic, and geopolitical challenges. 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

Red gold and green

U.S. Recession Scorecard: Stuck … with reduced visibility

The scorecard indicators remain mixed, including a shift in the yield curve indicator. The government shutdown has limited employment data, confirming a cautious investment approach is needed, as ongoing policy and trade shifts affect the economy.

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