Waypoint Wealth Management

Our Mission

Waypoint Wealth Management exists to strengthen individuals, families, businesses, and communities through a comprehensive, client-centered approach to financial planning that allows those we work with to live with freedom, passion, and purpose.

-Zach, Rob, Carolyn, Megan, Nick & Aly

Zach
Rob
Carolyn
Megan
Nick
Aly
Team photo

At Waypoint Wealth Management, we believe that planning is personal. With our main office in Bozeman, MT, and experience working with clients all over the country, we are striving to help build financial stability in our communities using industry leading insurance products and investment solutions. Our extended network of specialists helps provide the thorough financial planning assistance our clients desire. By meeting with one individual, one family, and one business owner at a time, we believe that we can help lift our communities and we can all live our best, purposeful lives. Please continue exploring our site to learn how we can help you.

How to Save for a Down Payment on a House

There are some general rules to figure out how much house you can afford and how big a down payment you may need. 

What Is an RMD?

When you turn 72, the IRS requires you to start taking required minimum distributions from your tax-deferred retirement accounts.

Is It Better to Have a Will or a Trust?

They can both serve an important part in an estate plan. We break down the differences.

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck

Visit our Client Relationship Summaries (Form CRS) which provide brief information about our firms that provide brokerage services and advisory services.