OUR VALUES AND YOU


The name Waypoint is rooted in the idea of navigating toward goals to improve quality of life. We believe that our greatest asset, and the key to our success, is the passion we have for helping you reach your personal financial goals. We support our commitment to you and your family by:

Demonstrating Integrity

  • Informing you of opportunities, risks & fees
  • Maintaining complete confidentiality
  • Providing timely & straightforward communication

Creating Customized Plans

  • Addressing your unique circumstances, opportunities & challenges
  • Adapting your plan to ongoing changes in your life

Building Lifetime Relationships

  • Maintaining regular/consistent contact
  • Guiding you through important financial decisions
  • Working with family members and other trusted advisors

Enhancing Your Confidence

  • Following through on commitments
  • Providing accurate monitoring of investments & plans, communicated through periodic reviews
  • Responding promptly to phone calls
  • Staying abreast of current events & trends

MEET THE TEAM


Ron Cutsinger <insert bio information>


Check the background of our investment professionals on FINRA’s BrokerCheck.