Welcome to Waypoint Investment Group of Wells Fargo Advisors

Navigating Life

You've heard it before: "Success is a journey, not a destination." Yet life experiences have shown you that success is more easily achieved when you plan your route carefully before setting out. Navigating life's unexpected obstacles can be frustrating, sometimes leaving you unsure of where to turn next. Your journey could be much more enjoyable with the right financial guide — someone who has successfully helped others like you from waypoint to waypoint along the path to the fulfillment of their financial goals and dreams.

Over 150 combined years of helping clients pursue financial and life goals has given Waypoint Investment Group experience that is useful in mapping out a plan designed to reach your unique goals, safely and on time. Early detection of necessary course corrections makes those important turns less abrupt and more comfortable. As your financial guide, we will keep your priorities in mind and advise you on a realistic course to your desired outcomes. With each passing waypoint or milestone, you'll begin to feel a sense of confidence and fulfillment as you take advantage of the teachable moments for you and your family along the way.

As you progress in your financial journey, waypoints mark the next goal and signal success as you pass each one. Your future comes into greater focus, and your goals can become reality. As this clarity develops, our role is to prepare you to live your life your way, thus enjoying the things that really matter.

 
Our mission is to serve our clients with excellence by addressing their financial concerns and dreams, freeing them to enjoy more comfortable and fulfilling lives.