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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.

Who's Helping You Chart Your Path to Financial Success

Zach Schmidt Named to the 2024 Forbes Top Financial Security Professionals Best-In-State List

Zach Schmidt Named to the 2024 Forbes Top Financial Security Professionals Best-In-State List

Zach Schmidt Honored with 2024 Advisor of the Year Award & FORUM Recognition

2024 Advisor of the Year

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

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