Waypoint Wealth Group was created by merging four successful independent financial practices to share resources, expertise and environment. Our goal is to provide our clients the best possible experience and goal-oriented results. Our Partners have 96 years of combined experience in retirement strategies, investment management and risk-based solutions to share with our clients. Waypoint retains several strategic relationships, most notably with North Star Resource Group and Securian Financial Services. Our strategic relationships expand our capabilities to have strong knowledge and products in all areas of fee based planning, investment management solutions, life insurance, long term care, income replacement, Medi-Gap solutions and other financial resources.
We look forward to “Guiding Your Financial Journey!”