Waypoint Wealth Planning and Investment Advisors
Financial Services - Stamford, CT, US
Waypoint Wealth Planning and Investment Advisors Employees
Waypoint Wealth Planning and Investment Advisors Details
Waypoints are the series of necessary steps along the course of any well planned voyage. Each individual or family's financial journey is made up of a series of waypoints (e.g. building wealth in stages, managing various risks, monetizing financial successes, preserving and transferring legacies, and altering course for storms along the way!) that are either by accident or by design.Through our network of blue chip strategic partners, we are committed to creating and delivering the very best advanced wealth planning techniques and customized institutionally managed portfolios. By adhering to a disciplined planning process, we will help you create a wealth planning foundation on which to build and help you reach the waypoints of your personal financial voyage by design. Not by accident.Visit us at waypointwealthplanning.com to learn more. Other sites to view our profile;http://www.plannersearch.org/financial-planner/search/minningerhttps://certifiedmatters.com/steven-f-minninger-jr-cfp/Securities offered through Securities America, Inc., Member FINRA (www.finra.org) / SIPC (www.sipc.org). Advisory services offered through Securities America Advisors, Inc. Waypoint Wealth Planning and Securities America are unaffiliated. Securities licensed in: CA, CO, CT, FL, KS, MA, ME, NY, PA, SC, TX, VA and VT
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