Waypoint Wealth Partners

Waypoint Wealth Partners is a US-based financial services firm specializing in wealth management and investment advice, dedicated to helping clients achieve their financial objectives through tailored planning and investment strategies. Founded in 2009 and headquartered in Mill Valley, US, Waypoint Wealth Partners provides financial advisory services. The firm has engaged in one deal, with its most recent transaction occurring on June 30, 2025. Waypoint Wealth Partners offers comprehensive financial planning and investment management services, designed to assist clients in navigating complex financial landscapes.

Their primary focus is on aligning clients' financial lives with their individual goals, values, and vision, employing a holistic approach that integrates retirement planning, tax strategies, and estate planning. The firm primarily serves high-net-worth individuals and families in the US, particularly in major metropolitan areas, providing strategic investment management and personalized financial planning to empower clients for long-term financial success. Waypoint Wealth Partners generates revenue through a fee-based structure, charging clients a percentage of assets under management (AUM) or flat fees for specific financial services. Clients receive customized financial plans and ongoing investment management, fostering a direct relationship with the firm.

The revenue model supports sustainable growth and aligns the firm's interests with those of its clients, reflecting the complexity and level of service provided. Waypoint Wealth Partners is set for expansion following its acquisition by Beacon Pointe Advisors, LLC in July 2025. The acquisition will broaden Beacon Pointe's service offerings and enhance its presence in California, US. This strategic move will facilitate the launch of new services tailored to client needs, supporting their growth initiatives.