Our Services

At Waypoint Wealth Strategies, we believe that financial planning is about more than numbers—it’s about direction, purpose, and clarity. Our services are designed to act as a financial compass, guiding individuals, families, and business owners toward long-term confidence and stability. Every solution we offer is grounded in the values of quality, integrity, and independence, and tailored to your unique goals.

We offer a full range of traditional investment options—including stocks, bonds, mutual funds, and ETFs—designed to help build and preserve wealth over time. Whether you’re just beginning your investment journey or looking to refine an established portfolio, we create customized strategies based on your financial goals, risk tolerance, and time horizon.
At Waypoint Wealth Strategies, we help manage and advise on a variety of account types, including:
Individual and Joint Brokerage Accounts

  • Traditional and Roth IRAs
  • 529 College Savings Plans and UTMAs (Uniform Transfers to Minors Accounts)
  • Trust Accounts and Other Taxable Investment Accounts

We don’t believe in one-size-fits-all advice—only thoughtful, personalized guidance that aligns with your long-term direction.

For clients seeking additional diversification beyond traditional markets, we provide access to select alternative investments. These may include private equity offerings such as real estate, structured products, hedge funds, commodities or other non-traditional strategies. Our role is to help you evaluate these options carefully and determine how they fit within your broader financial plan and long-term objectives.
Through our partnership with DAI Securities, our trusted broker-dealer, we’re able to offer access to one of the most comprehensive and high-quality inventories of alternative investment products in the country. This relationship allows us to provide our clients with unique opportunities that are often not available through traditional investment channels.

1031 Exchanges are one of the most effective tax deferral strategies available to accredited investors who own investment real estate. By reinvesting the proceeds from the sale of one investment property into another “like-kind” property, investors can defer capital gains taxes—allowing more of their capital to stay invested and continue compounding over time.
At Waypoint Wealth Strategies, we help clients understand and navigate the complexities of 1031 Exchanges. While we are not tax professionals or attorneys, we coordinate closely with your CPA, qualified intermediary, and legal team to ensure a smooth, well-aligned transaction process. Our role is to help you evaluate whether a 1031 Exchange fits into your broader financial plan, and to make sure your strategy aligns with your long-term investment and estate planning goals.
We believe that with the right guidance, 1031 Exchanges can be an essential waypoint on your journey to building and preserving multigenerational wealth.

While we are not attorneys, we play a key role in helping clients lay the groundwork for thoughtful, effective estate planning. At Waypoint Wealth Strategies, we believe estate planning should be more than just legal documents—it should be seamlessly integrated into your overall financial plan.
We help guide conversations around family legacy, asset distribution, beneficiary designations, and tax-efficient strategies to ensure your estate plan aligns with your personal goals and financial roadmap. From organizing important documents to preparing for meetings with your estate attorney, we make the process feel approachable and well-structured.
By combining estate planning considerations with your broader financial strategy, we help you gain clarity and peace of mind—knowing your wishes are honored and your legacy is protected.

Waypoint Wealth Strategies supports businesses, both large and small, in setting up and managing retirement plans such as 401(k)s, SIMPLE IRAs, and SEP IRAs. We help business owners navigate plan options, ensure regulatory compliance, and provide employee education to foster participation and confidence. Our team-based approach creates a seamless experience for plan sponsors and participants alike.

Insurance plays a vital role in protecting your financial future. We help clients assess their needs for life insurance and long-term care coverage, offering solutions that align with your overall financial plan. As independent advisors, we focus on finding the right coverage—not selling a specific product—so you can feel confident knowing you and your loved ones are protected.

We offer a full range of traditional investment options—including stocks, bonds, mutual funds, and ETFs—designed to help build and preserve wealth over time. Whether you’re just beginning your investment journey or looking to refine an established portfolio, we create customized strategies based on your financial goals, risk tolerance, and time horizon.
At Waypoint Wealth Strategies, we help manage and advise on a variety of account types, including:
Individual and Joint Brokerage Accounts

  • Traditional and Roth IRAs
  • 529 College Savings Plans and UTMAs (Uniform Transfers to Minors Accounts)
  • Trust Accounts and Other Taxable Investment Accounts

We don’t believe in one-size-fits-all advice—only thoughtful, personalized guidance that aligns with your long-term direction.

For clients seeking additional diversification beyond traditional markets, we provide access to select alternative investments. These may include private equity offerings such as real estate, structured products, hedge funds, commodities or other non-traditional strategies. Our role is to help you evaluate these options carefully and determine how they fit within your broader financial plan and long-term objectives.
Through our partnership with DAI Securities, our trusted broker-dealer, we’re able to offer access to one of the most comprehensive and high-quality inventories of alternative investment products in the country. This relationship allows us to provide our clients with unique opportunities that are often not available through traditional investment channels.

1031 Exchanges are one of the most effective tax deferral strategies available to accredited investors who own investment real estate. By reinvesting the proceeds from the sale of one investment property into another “like-kind” property, investors can defer capital gains taxes—allowing more of their capital to stay invested and continue compounding over time.
At Waypoint Wealth Strategies, we help clients understand and navigate the complexities of 1031 Exchanges. While we are not tax professionals or attorneys, we coordinate closely with your CPA, qualified intermediary, and legal team to ensure a smooth, well-aligned transaction process. Our role is to help you evaluate whether a 1031 Exchange fits into your broader financial plan, and to make sure your strategy aligns with your long-term investment and estate planning goals.
We believe that with the right guidance, 1031 Exchanges can be an essential waypoint on your journey to building and preserving multigenerational wealth.

While we are not attorneys, we play a key role in helping clients lay the groundwork for thoughtful, effective estate planning. At Waypoint Wealth Strategies, we believe estate planning should be more than just legal documents—it should be seamlessly integrated into your overall financial plan.
We help guide conversations around family legacy, asset distribution, beneficiary designations, and tax-efficient strategies to ensure your estate plan aligns with your personal goals and financial roadmap. From organizing important documents to preparing for meetings with your estate attorney, we make the process feel approachable and well-structured.
By combining estate planning considerations with your broader financial strategy, we help you gain clarity and peace of mind—knowing your wishes are honored and your legacy is protected.

Waypoint Wealth Strategies supports businesses, both large and small, in setting up and managing retirement plans such as 401(k)s, SIMPLE IRAs, and SEP IRAs. We help business owners navigate plan options, ensure regulatory compliance, and provide employee education to foster participation and confidence. Our team-based approach creates a seamless experience for plan sponsors and participants alike.

Insurance plays a vital role in protecting your financial future. We help clients assess their needs for life insurance and long-term care coverage, offering solutions that align with your overall financial plan. As independent advisors, we focus on finding the right coverage—not selling a specific product—so you can feel confident knowing you and your loved ones are protected.

Mission Statement

At Waypoint Wealth Strategies we are dedicated to guiding you toward financial success, much like a GPS guiding travelers to their destination. We understand that each client’s financial journey is unique, and our goal is to help you navigate the complexities of wealth management with precision and clarity. By understanding your personal goals, risk tolerance, and financial landscape, we create customized, strategic waypoints to keep you on track toward financial security, growth, and prosperity. Whether you’re mapping out your retirement, investing for the future, or managing assets, we ensure that every decision leads you closer to your destination. With integrity, expertise, and a commitment to your long-term success, we are your trusted advisors in the world of finance.