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At Waypoint, we recognize the benefits of professional collaboration. We provide our clients with what we consider result multipliers. A result multiplier occurs when we achieve a larger outcome based on the resources needed. Our clients have a variety of trusted advisors, their attorney, accountant, investment professionals and others. It’s up to the client, however, to manage and coordinate the planning and advice given by these advisors to have the overall plan come to fruition. Unfortunately as the client, you are at a disadvantage. Many times, you lack the industry experience and knowledge necessary to fulfill this role and are unable to make an unbiased decision.
Our professional collaboration services allow us to become your team leader. Our ideal outcome is to build a consensus from your most trusted advisor relationships. All great teams require direction, and we provide them with the leadership necessary to achieve the desired result.
Our independent advisor status offers us the unique advantage of offering client-centric advice. You are the client, an our recommendations are designed to coordinate the advice from multiple sources and provide your the guidance necessary to promote your personal freedom.
Feel free to visit our office at: 180 Royal Palm Way, Suite 201, Palm Beach, Florida 33480
Contact Us by Phone: (561) 803-0000 or (781) 993-6060
Contact Us by Fax: (888) 980-1032
Contact Us via Email: Sharon@WaypointFM.com or Steve@WaypointFM.com