Waypoint Partners
28601 Chagrin Blvd., Suite 300
Cleveland, OH 44122-4500
216.591.2367
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About Us

Northern Ohio Planning Group Over 175 Years of Combined Experience

In developing your personal financial plan, our team draws upon the specialized knowledge of local and national financial planning professionals such as plan designers, investment and insurance specialists. With over 175 years of combined experience, our professional team consists of industry specialists who have strong technical backgrounds in all areas of financial planning. The objective of the financial plan is to provide each of our clients with a financial profile that will help them to structure and review their financial resources - income and assets - to most effectively help towards meeting their financial objectives. Through our integrated approach of investment and financial planning and insurance, we are able to deliver our clients one comprehensive financial plan that helps toward meeting each of their personal and professional financial goals.