Independent Advice that Provides Financial Clarity for Today and Confidence for Tomorrow
Associated Healthcare Credit Union is proud to partner with a local financial services firm to provide our members with resources to help meet their investment and wealth management needs. AHCU members can meet with Mitch Zimmer and Kyle Heller of Waypoint Wealth Group to learn about investment strategies, retirement, and risk mitigation to protect members’ lifestyles, families, and legacies.
A Relational Approach to Wealth in the Twin Cities
Headquartered in the Twin Cities region, Waypoint Wealth Group is an independent fiduciary planning firm that brings a holistic perspective and an individualized approach to every member it works with. They're committed to helping the community grow and thrive by bringing clarity and momentum to families' and businesses' financial path.
Growing Your Wealth & Family
Building A Business
Nearing Retirement
Enjoying Your Retirement
SERVICES FOR INDIVIDUALS
Waypoint's all-encompassing personal services can help guide you and your family to financial confidence. Their team brings a personalized approach to plans and prioritizes financial literacy so you can feel confident in your decisions about your assets.
SERVICES FOR BUSINESSES
Waypoint gives business owners back their time and energy. Through close collaboration, we create business plans that put you in control of your finances and comprehensive, cost-effective benefits packages that increase employee retention.
CHOOSE A HOLISTIC LENS FOR YOUR FINANCIAL PICTURE
Waypoint Wealth Group sees wealth as something that is interconnected with all that relates to your finances. They take a bird's-eye view of your financial situation to ensure they understand every detail, allowing them to craft personalized solutions that address your personal, professional, and business needs.