About Us

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YOU CAN INSTANTLY BECOME WEALTHIER AND DISCOVER

MORE JOY, HOPE AND PURPOSE IN YOUR BUSINESS

Who is 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.

Why should you work with Waypoint?

The key to you achieving your true purpose in life and business is understanding that you only have so much time, energy and money. You have to make sure that these three things are congruent with your most important life goals. It is important to use a process to think about them and make the necessary corrections when life events happen. The first step in the process should be determining the most important goals in your life. We offer a one-on-one complementary purpose conversation that is designed to help you discover these goals. Experience shows that this is the first step of transforming your life and becoming more self fulfilled.