Paul Archambeau

Founding Partner & Wealth Advisor

Since Paul became a Financial Advisor in 1999, he has implemented creative strategies to help clients efficiently pursue their financial goals. Paul is a Founding Partner and Wealth Advisor with Waypoint Wealth Group in Woodbury, MN. Paul pays attention to the details, while providing his clients with prompt, personal service. He believes in a proper exit strategy and realizes the impact taxes will have on his clients' retirement portfolios.

Paul has three demographic areas of focus:

  • Families with young children
  • Strategies for those in or preparing for retirement
  • Business owners

Services:

  • Debt Management and Budgeting
  • Savings Analysis
  • Explaining the Importance of Wills, Trusts, and Estate Plans
  • Tax Minimizing Solutions
  • Health Insurance Plans and Strategies
  • Life/Disability Insurance Coverage Selection & Implementation
  • Investment Consultation and Portfolio Management
  • College Education Funding Analysis
  • Retirement Strategies and Analysis, including Rollovers
  • Employee Benefit Analysis (401k, Deferred Compensation, Executive Bonus, Key Employee Retention)

Paul received a Bachelor of Arts degree in Marketing and Finance from the University of Minnesota, Duluth. He is a member of the Fairways Foundation and St. Paul Early Childhood Family Education. Paul enjoys spending time with his wife Nicole; two sons, and two daughters. His free time (do parents of 4 small kids have any free time?) is spent on the golf course, fishing and enjoying the great outdoors.

Paul is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc. and CRI Securities, LLC.