Waypoint Family Advisory coordinates investments, tax, insurance, estate, and business planning through one trusted relationship, helping entire families simplify financial decisions, protect their legacy, and build lasting independence.
Is Waypoint Family Advisory Right for You?
Waypoint Family Advisory is designed for families with increasingly complex financial lives. Whether you've built a successful business, accumulated significant wealth, or are preparing to transfer assets to the next generation, we help coordinate every aspect of your financial life through one trusted relationship.
Our Commitment to the Families We Serve
To provide the highest level of service, we intentionally limit the number of families we serve.
Every prospective client begins with a complimentary Family Discovery Meeting, where we learn about your goals, evaluate whether our approach is the right fit, and determine if we can add meaningful value.
If we believe we can help, we'll design a personalized Family Advisory Plan. If this isn't the right solution for your family, we can manage your portfolio separately or point you in the right direction.
Concierge Services Provided
Travel
- Dedicated travel advisor
- Cruise planning
- Luxury vacations
- Group travel
Real Estate
- Realtor introductions
- Vacation home resources
- Mortgage broker
- Property insurance coordination
Home Services
- Home warranty referrals
- Security systems
- Interior designers
Automotive
- Auto buying concierge
- Lease comparisons
- Insurance reviews
Lifestyle
- Restaurant recommendations
- Event ticket sourcing
- Personal shopping referrals
- Gift concierge
- Moving assistance