About

Our investment philosophy

Asset allocation

Flexibility

Independence & objectivity

Risk management

We build your investment strategy to manage the cash flow, risk, and time horizon of each particular portfolio. The portfolio asset allocation as well as sector and subsector allocations are designed by Waypoint using our disciplined innovation process, which combines advanced quantitative and experienced qualitative methods.

Asset allocation

The strategic understanding of asset allocation and rebalancing is vital to the success of your long-term investment objectives. We index efficient investments and utilize active management for less efficient assets.

Flexibility

Inherent in any personalized solution is the necessity to be flexible, particularly in employing active or passive approaches according to shifting client circumstances or macroeconomic evolutions. We believe in allocating capital to alternative investments which may help mitigate overall portfolio volatility.

Independence & objectivity

Whether it is in the form of investment management, or in connection with a wide range of strategic and financial matters, as a client of Waypoint Wealth Counsel, you’ll receive advice that is independent, transparently priced and in support of your specific goals. We are long-term, value, and fundamentally driven investors.

Risk management

We employ a forward-focused perspective to measure expected return and risk, monitor and rebalance portfolios regularly, and construct future-focused tactics to take full advantage of temporary market dislocations while also paying close attention to taxes and fees.

Our history

Brad McGrew and Matthew Woods founded Waypoint Wealth Counsel in 2014 to offer independent, fee-only portfolio management, and financial counseling that utilizes their ability as independent advisors to consult on all financial affairs. After years of experience at brokerage firms, banks, and other registered advisory firms, Brad and Matthew decided the best approach in wealth management is one that is truly focused on their clients.
In 2021, Michael Rollauer merged his business with Waypoint Wealth Counsel to complete the partnership team. His experience as a private wealth manager solidifies the investment team with an abundance of alternative investment experience.

Work with us

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