Waypoint Capital Advisors
Waypoint is a navigational term, defined as an intermediate point on a route to a destination. Waypoint Capital Advisors is designed to guide individuals and families on their journey to achieving their financial goals. We work diligently to listen to and know our clients’ collective hopes, dreams, and life aspirations. We focus on your financial plan realizing that it is only one component of a successful, secure, and joyful life. We offer a family office experience, designed to incorporate each client’s unique, and potentially overlooked, circumstances. Together we set the waypoints that are appropriate for you to be confident, knowing that ‘it’, whatever that means to you, is taken care of.
Waypoint Capital Advisors is an independent Registered Investment Advisor (RIA) with offices in Nevada and Minnesota. We offer fee-only financial planning and investment advisory services to individuals and families and their financial entities. 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.
Address: 284C E. Lake Mead Pkwy, Suite 176, Henderson, NV 89015, USA
Phone: +1 858 755 2021
FAX: +1 888 792 7071
