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, Carolyn, Megan, Cassie & Jordan

Zach
Carolyn
Megan
Cassie
Jordan

With our main office in Bozeman, MT, a satellite office in Helena, 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 assets 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. Continue reading to learn how we can help you.

Financial Road Map

Think of financial planning as a road map. We work with you to create a personalized plan that looks at where you are now AND helps you reach your goals.

 

Every Stage of Your Business

We work with business owners to achieve their goals through every stage of the business with an integrated approach to planning.

 

Income that Lasts a Lifetime

People are living longer and need to create income that lasts a lifetime. An income annuity can help create guaranteed income in retirement.

 

Living Benefits of Life Insurance

Most people think of life insurance as protection for the ones they love after they’re gone, but Whole Life Insurance can provide benefits while they’re living as well.

 

Protecting Your Income

People insure their home, their car, and even their cell phone. But what about their income and lifestyle? This video highlights why it’s so important to protect both, and how individual disability income insurance can help.

Zachary E Schmidt
Financial Advisor


Waypoint Wealth Management

Register for your Northwestern Mutual online account

Sign up today to get a complete view of your financial picture and the added convenience of eDelivery. Not a client yet? No problem. Register for a free account to see your finances at a glance, track your spending, and more.

How to Manage Debt If You Lost Income During COVID-19

Use these strategies to help keep yourself in the best financial position possible during this unsettled time. Read more.

The Conversations Couples Should Have Before Retirement

Here are some questions about what you’re expecting for your golden years to review with your partner to make sure you’re on the same page. Read more.

 

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