Reframing wealth with new perspectives
We believe that wealth should be in service of a meaningful life. So why does our experience across the industry often feel so impersonal? Perspectives is where we explore the future of wealth advisory and unique solutions for clients
We believe wealth is deeply personal and should reflect who you are
Waypoint Wealth Foundations Check
Know where your financial foundation stands in 3 minutes. Waypoint West's free Wealth Check surfaces personalized insights across estate planning, insurance, and protection — and shows you exactly where your attention belongs.
Barron's Feature
Haley Schaffer, founder and managing partner of Waypoint West, on why the real AI opportunity lies beneath the surface — in the infrastructure that wins regardless of which model or platform comes out on top.
USA Today Feature
Haley and Brooks on why rising-gen clients deserve more than the industry has been giving them — and how Waypoint West is changing that.
Yahoo Finance Feature
Waypoint West on why liquidity planning isn't an afterthought — it's core to how we serve clients.
Wealth Management and the Rising Generation
Why is there a disconnect between traditional wealth management and the rising generation?
Why now is the time for independent advice
What it means to be an independent advisor and why the industry is moving in this direction