Waypoint Wealth Management

Waypoint Wealth Management, LLC is a registered investment adviser based in Timonium, MD, providing advisory services since December 2010. The firm specializes in managing investment portfolios for individuals, high net worth individuals, trusts, qualified retirement plans, and businesses. Waypoint works with clients to determine investment objectives, risk profiles, and designs written investment policy statements. The firm evaluates portfolio models through its partnership with asset management provider Focus Partners Advisor Solutions. Waypoint offers financial planning services covering various areas such as tax planning, retirement planning, and estate planning. The firm may manage mutual fund and equity portfolios on a discretionary basis and recommend fixed income portfolios. Clients typically pay an annual fee based on a percentage of total assets under management, with a minimum annual fee of $5,000 per client. Waypoint does not charge performance-based fees and acts in a fiduciary capacity. Clients have the option to provide written authorization for investment discretion, and the firm does not vote proxies on behalf of clients. Additionally, Waypoint maintains a Business Continuity and Succession Plan to ensure service continuity.