Skip to main content

In the News

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

Please click the photo below to read the article and 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

Zach Schmidt Named to the 2023 Forbes Top Financial Security Professionals Best-In-State List


2023 Forbes Recognition

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

Northwestern Mutual’s Zach Schmidt Honored with 2023 Financial Advisor of the Year Award and FORUM Recognition

2023 Financial Advisor of the Year