Waypoint Wealth Counsel is a fee-only wealth management firm providing investment management and financial counseling. In an increasingly complex financial system, we formulate a clear, understandable course of action and communicate every important detail with our clients. The commitment to our clients and hands-on wealth counsel is practiced through three core values: transparency, objectivity, and integrity.
Waypoint Wealth Counsel was established in 2014 to offer independent, fee-only portfolio management and financial counseling. Prior to forming Waypoint, Brad McGrew ran the Atlanta office of Goepper, Burkhardt + McGrew, which had offices in Atlanta and Greenville, South Carolina. Matthew Woods joined Brad from Morgan Stanley to form Waypoint. Matthew and Brad initially met over 10 years ago while working at the same independent advisory firm in Atlanta. The partnership creates a well-diversified team of experts able to provide a high-level of service and expertise.
At Waypoint Wealth Counsel, we believe your portfolio and your specific needs in financial planning are as unique as you are. No two people are the same and neither are their personal and financial goals. At Waypoint, we take the time to get to know our clients, help them identify their goals, and then work with them to develop a plan that will guide them towards financial success.
Our three core values permeate every part of the client experience. Transparency is the disclosure of information. It is evident to our clients that we are different. We make sure our clients fully understand how we will help them reach their goals. Integrity is paramount in any relationship. At Waypoint, we put our client’s needs first. Objectivity is providing solutions that are unique and appropriate to our clients and their finances.
customized investment management
Design, implement, and monitor portfolios with an emphasis on asset allocation modeling and tax management.
Help clients determine when they can retire, maximize their social security benefits, etc.
cash flow planning
Utilize portfolio simulation models to aid in retirement planning.
Review estate planning documents and determine the capital needed to fund any estate tax liability.
Review the titling of assets and the beneficiary designations.
Review all insurance policies and make recommendations on the amount and type of coverage that is necessary.
Recommend education savings plans for children or grandchildren.
Develop tax reduction strategies related to investments, compensation, and cash flow.
executive benefit analysis
Analyze compensation and benefit plans and make recommendations for improvement.
Develop income and estate tax strategies to help clients prepare for major liquidity events.
typical clients of our firm
Pre-retirement + post-retirement individuals
Corporate Executives + Professionals
Widows, Widowers, + Heirs
Brad McGrew is a Partner and Wealth Advisor at Waypoint Wealth Counsel. Brad has over 20 years of financial experience.He specializes in working with business owners, athletes and entertainers, and corporate executives. Brad started his career at Arthur Andersen where he focused on tax planning and financial planning for high net worth individuals. Brad is passionate about developing unique solutions to complex financial planning issues for his Clients. Brad finds his education and experience as a CPA invaluable in the development of wealth management strategies.
Prior to joining Waypoint, Brad was a wealth advisor at Goepper Burkhardt + McGrew. He also worked as a Wealth Advisor in the Private Wealth Management division of SunTrust Bank. In his role at SunTrust, he worked extensively with business owners, helping them develop financial planning strategies that minimized the tax impact of the sale of their company.
Brad is a CPA, Certified Financial Planner ? practitioner and is accredited as a Personal Financial Specialist by the American Institute of CPAs. He earned a Bachelors of Art in Accounting from the University of West Florida and a Masters in International Business from Georgia State University.
Matthew Woods is a Partner and Wealth Advisor at Waypoint Wealth Counsel. Matthew has over 10 years of financial experience. He specializes in issues facing business owners, athletes, retirees, and corporate executives. Matthew started his career at an Atlanta-based independent advisory firm where he focused on analyzing portfolios, estate plans, and financial planning for high net worth individuals.
Prior to joining Waypoint Wealth Counsel, Matthew was a Financial Advisor at Morgan Stanley where he built his own wealth management business. He believes his experience at a Wall Street firm combined with his experience as an independent Wealth Advisor provides a unique expertise to his clients. He is passionate about finding the correct solutions for his high net worth families.
Matthew graduated from the University of Georgia with a B.S.S. degree in Accounting. He played baseball there and was a part of two SEC championships and two trips to the College World Series including one as captain of the team. Matthew is actively involved at Northside Methodist Church and Buckhead Baseball, a local, youth baseball organization. He lives in Buckhead with his wife and two children.