A complete list of active advisors currently associated with Waypoint Wealth Management

Warmer can help you find a great advisor at Waypoint Wealth Management or one who fits your needs even better.

Waypoint Wealth Management advises individuals, high net worth individuals, trusts, qualified retirement plans and businesses, providing discretionary investment management and periodic financial planning. The firm commonly integrates financial planning into its client relationships and offers consultations on income and estate tax planning, retirement, college funding, insurance analysis and cash‑flow matters. WWM’s investment approach is long‑term and rooted in Modern Portfolio Theory, emphasizing diversified, predominantly passive asset‑class mutual funds and ETFs and the use of Dimensional Fund Advisors funds where appropriate. The firm uses model portfolios and back‑office services from Advisor Solutions, may retain a third‑party manager for fixed‑income portfolios, and applies portfolio monitoring, periodic rebalancing and Monte Carlo analysis when setting asset allocation. Distinctive aspects noted in the brochure include an affiliation with an accounting firm alongside operational and sub‑advisory arrangements with Advisor Solutions and a formal succession agreement with Focus Partners Wealth, LLC, which consolidate back‑office support and access to certain investment platforms. The firm also discloses that it does not vote client proxies and recently completed an ownership transition resulting in a new primary owner with a minority ownership interest held by the owner’s spouse.

To learn more about the advisors currently working at Waypoint Wealth Management, 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.