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Waypoint Wealth Management was featured in Fortune, Entrepreneur, Bloomberg Businessweek & TIME magazines!

Read the article below to learn how we can help set you on a course for financial security.

Waypoint Wealth Management was featured in Fortune, Entrepreneur, Bloomberg Businessweek & TIME magazines!

Waypoint Wealth Management’s Zach Schmidt Earns a Top 10 Western Regional Award

2023 Forbes Recognition Press Release

BOZEMAN, MT – July 26th, 2023 – Waypoint Wealth Management is honored to announce that Zach Schmidt, Wealth Management Advisor, has been named to the 2023 Forbes Top Financial Security Professionals Best-In-State List.

Forbes Best-in-State Top Financial Security Professionals list (July 2023), Research and ranking provided by SHOOK Research, LLC. Based upon data as of 12/31/2022. Northwestern Mutual (NM) and its advisors do not pay for placement on 3rd party rating or ranking lists. NM and its advisors do, however, pay marketing fees to these organizations to promote the rating or ranking(s). Rankings and recognitions are no guarantee of future investment success. 

2023 Forbes Recognition

Northwestern Mutual’s Zach Schmidt Honored with Financial Advisor of the Year Award

BOZEMAN, MT – June 22nd, 2023 – For the tenth consecutive year, Zach Schmidt was named Financial Advisor of the Year for Northwestern Mutual – Montana. His team also reached FORUM, a national recognition awarded to top advisors, for the fourth consecutive year.

2023 Financial Advisor of the Year