The world of financial planners and investment advisors is incredibly crowded. At Waypoint Capital Advisors we start with a simple premise: you should understand the services you will receive and know exactly what you pay for those services. Transparency is a liberating concept and a great platform on which to build a relationship and trust. The execution of this simple concept allows us to differentiate ourselves from the majority of the financial advisors in the market.
The combination of technical planning expertise and a sophisticated investment platform are essential to providing the highest level of service in a way that is easily understandable to our clients. We pride ourselves on the relationships we build with families as we truly see this as a partnership.