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About Us

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YOU CAN INSTANTLY BECOME WEALTHIER AND DISCOVER

MORE JOY, HOPE AND PURPOSE IN YOUR BUSINESS

Meet Waypoint

Waypoint was formed at the beginning of 2010 by merging two well respected independent Registered Investment Advisors in North and South Carolina. Since then we have continually grown and expanded upon our financial consulting services to better assist local businesses succeed and increases the likelihood of them achieving their purpose.  

The word "waypoint" was chosen for a specific reason. It signifies a point along a destination where changes and course corrections can be made. It is critical that this is done because things change constantly. Making these corrections and changes can keep you on track to achieve your most important life goals. This is a critical reason in why Waypoint was formed.

Waypoint's Unique Process

We believe in the power of capital markets - not speculation, and this allows us the freedom to think differently and innovatively.  Our partners have taken a scientific approach to analyzing the financial markets which allows us to create real world investment solutions. These solutions allow our clients to capture what the markets offer dimensionally.

We also believe in collaborative approach to wealth management. Each team member and wealth management tool have been selected to give you the guidance and experiences you need for your ultimate success.

We believe in letting potential clients test drive our program before we ask them to become full Waypoint clients. That is why we offer a complimentary workshop. This workshop will help you gain great clarity on what you want and set clear goals and objectives.