Waypoint West
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Waypoint West provides portfolio management and financial planning services tailored to investor goals and risk tolerances, and may also recommend third‑party advisers. The firm states it serves high‑net‑worth individuals and pooled investment vehicles and does not list services for non–high‑net‑worth individual clients.
The firm documents client objectives in Investment Policy Statements and generally seeks discretionary authority to implement those plans, using cyclical, fundamental, modern‑portfolio and quantitative analysis. Its stated strategies range from long‑ and short‑term trading to options, short sales, margin transactions and investments in private placements and pooled vehicles, with ongoing monitoring and periodic reviews.
Waypoint West is also the manager and general partner of a private investment vehicle, and it discloses acting as a private fund adviser and sponsor for pooled funds — a role that is uncommon among similarly sized supported firms. The brochure also notes arrangements that may create side‑by‑side conflicts (performance‑based and co‑investment opportunities), a requirement that clients use specific custodians, and a policy not to aggregate block trades, all of which distinguish its operational model from many peers.
Client services
Expertise
Fee options
Financial planning fees range from $1 to $20,000 (negotiated fixed rate).
0.25% to 1.00% annually (negotiable, depends on household assets, complexity, and scope of services)
Performance-based fees up to 10% of capital appreciation, applicable to qualified clients who pay up to 1% AUM fee plus performance fee.
Account minimum: $250,000
Most active in
California
Also doing business as
Waypoint West · Waypoint West, LLC · Ww Partners LLC · Ww Partners, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Haley S
Series 63, Series 65
San Francisco, CA
Waypoint West
Haley Schaffer is a financial advisor at Waypoint West with seven years of industry experience. She holds the Series 63 and Series 65 licenses and previously worked at ICONIQ Capital and BlackRock. Schaffer also provides part-time consulting for GLG. Waypoint West offers portfolio management and financial planning services primarily to high-net-worth individuals and pooled investment vehicles. The firm uses a variety of investment strategies, including discretionary management and analysis methods, and serves as a private fund adviser and sponsor for pooled funds.
Brooks S
CFA®, Series 66
San Francisco, CA
Waypoint West
Brooks Schaffer is a CFA® charterholder with five years of industry experience. He currently works at Waypoint West, LLC and previously held positions at Alkeon Capital Management and BlackRock. Waypoint West provides portfolio management and financial planning services to high-net-worth individuals and pooled investment vehicles. The firm employs a range of investment strategies, including long- and short-term trading and options, and acts as a private fund adviser and sponsor for pooled funds.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)