Waypoint Partners
28601 Chagrin Blvd., Suite 300
Cleveland, OH 44122-4500
216.591.2367
Your Financial Services Team
What will your retirement look like?
Waypoint Partners is a comprehensive financial planning organization working with individuals, business owners, professionals and executives to create, implement and manage their financial future.
Our services include Investment Management Programs, Retirement Planning, Estate & Family Wealth Continuity, Corporate Retirement Plans, Business Succession and Insurance Analysis.
We pride ourselves on our high level of service and comprehensive consistent review approach.
We are objective in our vendor approach as we utilize the appropriate provider solution for our clients. We have no proprietary vendor relationships.
Our holistic approach to consolidate, coordinate, and track our clients' progress is accomplished using our personal engagement coupled with advanced technology. We invest our time in you, so you can spend your time doing what you value most.
We work with Lincoln Financial Advisors, a nationwide financial planning firm with representatives in offices across the country. Our financial professionals have designations and certifications of Chartered Financial Consultants, Chartered Life Underwriters, Chartered Retirement Planning CounselorsSM, Certified Public Accountants*, and other associates whose expertise encompasses the financial planning strategies that help support wealth accumulation and preservation.
Amidst the many changes that can affect your financial situation - political unrest, regulatory changes and economic fluctuations, to name just a few - one thing remains constant: the greater the intellectual capital at your disposal, the greater the likelihood that the appropriate strategies can be implemented to help you toward meeting your financial needs and objectives.
Securities: Alabama, Arizona, California, Colorado, Connecticut, Delaware, Florida, Georgia, Idaho, Illinois, Indiana, Iowa, Kentucky, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Montana, New Jersey, New Mexico, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Washington, West Virginia, Wisconsin
Insurance: California, Florida, Massachusetts, Michigan, Minnesota, North Carolina, New Jersey, Ohio, Pennsylvania, South Carolina, Tennessee, Washington
Unless otherwise identified, Associates on this website are registered representatives of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer and a registered investment advisor. Member SIPC. Insurance offered through Lincoln affiliates and other fine companies and state variations thereof. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Firm disclosure information available at www.LFG.com.
Not all Registered Representatives with our firm are able to offer advisory services. See Lincoln Financial Advisors (LFA's) Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services LFA offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. LFA's Forms ADV, Part 2A, which describe LFA's investment advisory services, Regulation Best Interest Disclosure Document, which describes LFA's broker-dealer services, and other client disclosure documents can be found here.