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 - April 2025

Global equities: a confluence or possibilities

Equity markets have followed diverse paths in the first three months of 2025. We think several factors are now in play that will influence the direction they take from here. 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.

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, VA, 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, VA, 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, VA, WA. California Insurance License # 0g22868.

Read additional advisor disclosures.

Meet the team

Learn more about the Waypoint Group.

Latest Insights

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Making a side hustle worth the hustle

Second jobs or personal businesses, often called side hustles, side gigs or side businesses, are a growing trend. While side gigs may be secondary to your primary employment, many factors go into making them successful.

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