A complete list of active advisors currently associated with Waypoint Wealth Counsel LLC
Warmer can help you find a great advisor at Waypoint Wealth Counsel LLC or one who fits your needs even better.
Waypoint Wealth Counsel primarily serves individual and high-net-worth clients and also provides retirement plan consulting, pensions, foundations, trusts, estates, and charitable organizations. Services include discretionary portfolio management, financial planning, selection and monitoring of separate account managers, variable insurance sub-account management, and limited use of Charles Schwab’s Intelligent Portfolios program. Waypoint builds individualized portfolios using an Investment Policy Statement and a mix of fundamental, technical, charting and cyclical analysis, and typically manages client assets on a discretionary basis while monitoring and, when appropriate, replacing third‑party managers. The firm also co-manages private funds and may employ derivatives for qualified clients and within fund strategies (including options and collar strategies via referrals), and discloses side‑by‑side management and carried‑interest arrangements that it addresses with allocation and oversight policies. Distinctive features include acting as co‑investment manager for the Waypoint Private Access Fund I and II and affiliated relationships with a digital alternative investment platform, with the firm receiving portions of fund management fees and carried interest for non‑client investors. Managing roughly $824 million for about 256 client relationships, Waypoint combines traditional wealth management and retirement plan fiduciary services with private fund co‑management and access to options/derivative strategies—capabilities that are relatively uncommon among peer team firms.
To learn more about the advisors currently working at Waypoint Wealth Counsel LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Atlanta, GA
| 16
| |
Atlanta, GA
| 2
| |
Atlanta, GA
| 19
|
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