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710 Commerce Drive, Suite 140, Woodbury, MN 55125

(651) 351-3776
letstalk@waypointwg.com
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Financial Clarity for Today,
Confidence for Tomorrow

Guiding your Financial Journey™

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Our Process

Our Process

We create strategies that are tailored to your needs and goals.

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Our History

Our History

Years of experience have prepared us to guide you through your life transitions.

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Understanding You on a Deeper Level to Help You Reach Your Goals

Understanding You on a Deeper Level to Help You Reach Your Goals

Drawing on our strength to connect with clients, we identify their unique financial needs and aspirations, creating an inner sense of calm. We listen with intent, to provide strategic solutions that guide you through every waypoint, taking you closer toward your financial aspirations.

About Us
Viewing Your Financial Picture Through a Holistic Lens

Viewing Your Financial Picture Through a Holistic Lens

Financial matters are interconnected, and our guidance reflects that. We take a bird’s eye view of your financial situation to ensure we understand every detail, allowing us to craft personalized solutions that address your unique needs.

Financial Services Leading Through Every Waypoint

Personal Services: Guiding You and Your Family to Financial Security

Personal Services

Business Services: Giving Back Control of Your Business’ Finances

Business Services

Take the First Step Toward Financial Security

Speak to one of our advisors today to gain clarity and confidence about your financial future. Let us guide you on your financial journey.

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Support for Every Goal, Tailored for Every Client

At Waypoint Wealth Group, we assist individuals across various circumstances, careers, and life phases. Leveraging our extensive experience, we tailor advice and solutions to suit the unique financial situations of our clients, guiding them toward their financial goals. 

Pre-retirees & Retirees

Pre-retirees & Retirees

Planning for retirement may seem daunting. We alleviate your worries with a strategy that’s designed to help you make the most of your golden years. 

How We Help
Healthcare Professionals

Healthcare Professionals

Our expertise in working with healthcare professionals enables us to develop customized strategies designed to improve your financial standing.

How We Guide
Business Owners

Business Owners

Our tailored plans will help you attract and retain top-tier talent, ensuring your employees are engaged and motivated to support your business's prosperity.

How We Partner
Credit Union Members

Credit Union Members

We provide personalized financial planning solutions to credit union members, focusing on wealth protection and management for a secure retirement.

How We Serve
Andersen Corporation Employees

Andersen Corporation Employees

We design customizable services to precisely align with the specific needs and benefits of Andersen Corporation employees.

How We Lead

Investing for Impact: Make a Difference While Pursuing Your Goals

In this ebook, you'll learn the history and key elements of  investing for impact. Considering these crucial details will help make sure your portfolio remains aligned with your personal beliefs and goals.

Resources to Support Your Financial Literacy

Enhance your financial knowledge and prepare yourself to make informed financial choices using our meticulously selected resources.

Year-End Financial Moves to Maximize Your Momentum

Year-End Financial Moves to Maximize Your Momentum

Use these year-end financial strategies to help reduce taxes, protect assets, and move into the new year with momentum.
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Debt-to-Income Ratio Calculator

Debt-to-Income Ratio Calculator

Calculate your debt-to-income ratio to understand how lenders may view your financial health.
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6 Financial Habits for a Secure and Successful Retirement

6 Financial Habits for a Secure and Successful Retirement

Learn six practical financial habits to manage income, healthcare, and legacy for a secure and fulfilling retirement.
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Bi-Weekly Payments

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
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Speak with a Professional

Let’s begin the conversation. Submit this form to schedule an initial conversation. We’ll use what we learn to match you with the right financial professional for your background and requirements.

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