WAYPOINT WEALTH MANAGEMENT
Drawing from a deep pool of resources and experience, our advisors are here to personally help you navigate toward greater financial health.
Waypoint Wealth Management is focused on your best interests above all else. We are not beholden to any specific product or investment.
Waypoint Wealth Management will work with you to:
- Thoroughly explain your possible options, disclosing all risks & fees.
- Learn about you, your hopes & dreams, your goals and constraints, answering all questions you may have while developing a clear picture of where you are starting and where you want to go.
- Evaluate financial alternatives and make specific written recommendations so you can understand how to best achieve your needs and goals.
- Help you implement a financial strategy, working with your legal and tax advisors so that we have a coordinated, comprehensive approach.
- Measure, manage, and report to you your progress on your financial goals.
- Regularly review and update your financial strategy to accommodate any new changes. This ensures your plan stays optimized, prudent, low-cost and tax smart.
Our SOLE FOCUS as your independent financial resource is to help you better define your financial goals, and then find solutions to best fulfill those goals.
Ron Cutsinger is a Registered Representative of Securities America, Inc. and an Investment Advisor Representative of Securities America Advisors, Inc. Securities offered through Securities America, Inc., Member FINRA/SIPC. Advisory Services offered through Securities America Advisors, Inc. Waypoint Wealth Management LLC and the Securities America companies are unaffiliated.
This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.
Check the background of our investment professionals on FINRA’s BrokerCheck.