Waypoint Wealth Group, Llc

The Waypoint Wealth Group tagline is “Guiding Your Financial Journey.” We aim to keep our clients on course as they navigate the financial aspects of their lives. We specialize in long term investment management, asset protection strategies, protecting income streams, charitable giving strategies, transferring assets to heirs, and bringing clarity to your next 20-40 years. Our Partners have 92 years of combined experience in retirement strategies, investment management and risk-based solutions to share with our Waypoint Wealth Group LLC is affiliated with Cetera Advisor Networks, LLC. Securities offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC, CA Insurance Lic # 0644976), member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. To opt-out from receiving future emails from Waypoint, please reply with “REMOVE” in the subject line.