At Waypoint we strive to offer the best service to our clients. Our goal is to make their lives easier. Through the use of technology and having a dedicated client service team member, we feel that we offer the best service in the industry.
To maintain our stellar service, we practice the following:
- Maintaining a 1 advisor - to - 20 relationship ratio. Doing so allows us to provide superior customer service.
- We have created a boutique experience rather than a fast food environment. We don't offer whatever is cheap and easy - simply because it is cheap and easy. We dedicate ourselves to providing you with the best experience for your unique needs.
- We don't just have regular client meetings - we insist on them. Communication is key in any and all relationships.
- Relationship based pricing (not account based pricing).
- 2 CERTIFIED FINANCIAL PLANNER Practitioners on staff
- A dedicated implementation specialist on staff
- The most comprehensive financial planning solution on the market today
- An Operations Director focused solely on the client experience and new technology to improve clients lives