Financial counsel that stands apart Look no further

A waypoint is a marker that keeps you on course, guiding you through each stage of a journey. That idea reflects our own path and the way we serve our clients. Waypoint is our story – five advisors connected by decades of friendship, mentorship and shared purpose. From the start, we worked side by side, building a culture of trust and collaboration that continues to shape the experience we provide. In 2020, we came back together under one independent roof, united by a commitment to putting clients first. What began as two teams naturally evolved into one aligned vision: personalized guidance supported by deep collective strength. Today, as Waypoint Wealth Management Group, each client works with a dedicated lead advisor backed by the full expertise of our team and the resources of Raymond James. Together, we help you stay on course – navigating your financial life with clarity, confidence and purpose.