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Charting your path to financial security

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Our Planning Philosophy

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.


Waypoint Wealth Management's Award-Winning Track Record

Zach has been selected by Forbes for the 2022 and 2023 Forbes Best-in-State Top Financial Security Professionals list. While this is a great accomplishment for our team, it is only possible because of our amazing clients. Thank you for trusting Waypoint Wealth Management to help you get closer to your dreams. You can read the article here.

Additional Accomplishments include:

  • 10x Financial Advisor Team of the Year - Northwestern Mutual Montana (2014-2023)
  • 4x FORUM Team - Northwestern Mutual (2020-2023)
  • 2023 Top 10 leader among all Northwestern Mutual Advisors in the Western Region

Forbes Best-in-State Top Financial Security Professionals list (July 2022, July 2023), based upon data as of December 31st of the preceding year. 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.