How We Work

Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.

We understand the challenges families face today.

Waypoint Partners recognizes that your financial security is not simply made up of how your investments perform. For this reason we have designed our client experience around a Family Office Experience- taking a much more holistic 20,000 foot view of your family dynamics. We collaborate with your professionals from other disciplines to provide you with planning, advice and resources that a single focused money manager is unable to provide. This broad network of knowledge and experience in working with other professionals to help coordinate your tax situation, legal planning and estate planning all into a cohesive plan. We are not just investment managers, but full-scale financial quarterbacks that help you accomplish your goals.

Retirement planning is our focus and we believe this specialization benefits our clients. We have a deep understanding of retirement and we take the time to work closely with our clients to develop a custom retirement plan that addresses both their short and long-term objectives.

We strive to offer personal service and a high level comprehensive care, building long-lasting and trusted relationships with our clients. We work with a select number of clients in order to better serve them on a personal level and to offer support throughout their retirement years. 

We have the freedom to offer our clients services that align with their needs. We pride ourselves on providing objective and unbiased advice and always put the client first.

Although we’re based in Cleveland, Ohio, we work with clients across the country. We know our clients have demanding schedules which is why we offer in-person, web-based, and phone meetings to help meet their needs.