Helping you navigate your financial journey

About our team

The Waypoint Group has built long-lasting relationships by delivering customized advice and guidance, personalized client portfolio construction, life insurance and education planning, as well as working with trusted professionals that properly address tax matters, trust and estate services. With a truly holistic approach to wealth management, the team works with a diverse group of private and commercial banking clients to help them reach their financial goals.

The Waypoint Group proudly serves an accomplished clientele ranging from successful business owners and key executives of well-established companies, clients who are in their final stages of employment and planning for retirement, to recently retired and elderly clients seeking to fully enjoy their free time without concern for their financial matters. In addition, they also serve as the sole financial advisors for select foundations and religious organizations, as well as managing 401(k) plans for several corporate clients.

Global Insight 2025 Outlook: Beyond the Horizon

Global Insight Monthly cover - November 2024

Following strong equity gains and significant fixed income volatility, investors should prepare for a more complex and dynamic environment in 2025. Read the Global Insight Outlook »

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.

Disclosures

Christopher Wells is currently registered to conduct business with residents of the following states: AZ, CA, CO, FL, GA, HI, ID, IL, KS, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NM, NV, NY, OR, PA, SC, SD, TN, TX, UT, WA, WI. California Insurance License # 0E71042.

Christopher Wells, NMLS # 1594608, Ryan Souligny, NMLS # 1518443, and Jeremy Pursch, NMLS # 2577863 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

Ryan Souligny is currently registered to conduct business with residents of the following states: AZ, CA, CO, CT, FL, IL, KS, MD, ME, MI, MN, MO, NC, NH, NJ, NM, NV, NY, OR, PA, TN, TX, UT, WA. California Insurance License # 0D29220.

Jeremy Pursch is currently registered to conduct business with residents of the following states: AZ, CA, CO, FL, HI, IL, KS, ME, MI, MN, MO, NC, NH, NJ, NM, NV, NY, OH, OR, PA, SC, SD, TN, TX, UT, WA. California Insurance License # 0g22868.

Meet the team

Learn more about the Waypoint Group.

Latest Insights

Woman computer finances

Financial health and wellness - a reality checkup for the new year

Want better financial health in the year ahead? Focus on these four things.

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