The Waypoint Wealth Group tagline is “Guiding Your Financial Journey.” That is what defines our philosophy. We aim to keep our clients on course as they navigate the financial aspects of their lives. We specialize in long term investment management, asset protection strategies, protecting income streams, charitable giving strategies, transferring assets to heirs, and bringing clarity to your next 20-40 years. We get to know you, we get to know your business, we get to know your dreams. We guide you on all aspects of investment management, risk mitigation or preparation, estate planning and retirement solutions.