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:

  1. Maintaining a 1 advisor - to - 20 relationship ratio. Doing so allows us to provide superior customer service.
  2. 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. 
  3. We don't just have regular client meetings - we insist on them. Communication is key in any and all relationships.
  4. Relationship based pricing (not account based pricing).
  5. 2 CERTIFIED FINANCIAL PLANNER Practitioners on staff
  6. A dedicated implementation specialist on staff
  7. The most comprehensive financial planning solution on the market today
  8. An Operations Director focused solely on the client experience and new technology to improve clients lives