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What To Look Out For

Advice You Can Trust:

You have worked long and hard for your money, but do you have someone that you can trust with it? We strive to be a trusted, experienced partner for you that can help you develop a solid financial plan for your investments. The “trust through transparency” approach is why Wayfinder Capital is a fee-only fiduciary advisor.

Risk Management:

Have you considered the risk you face when managing your current investments? Our experienced professionals are skilled at managing investment portfolios in-house and handling volatility through your risk tolerance.


Are you financially prepared for living the life you want to live without running out of money? We’ll help you to maximize and protect the wealth that you already have.

Legacy Planning:

What will happen to your money if something happens to you? What about your family? Our team can help you explore concepts that may be previously unfamiliar to you and utilize our resources to formulate a tailored legacy plan.

When it comes to securing your financial future, there are a number of things to consider that could form as obstacles later down the road – but you can partner with our advisors and alleviate those stakes with proper planning.

About Our Firm

Why We Do What We Do

When you work with our team at Wayfinder Capital, you can rely on consistent communication, coordination, and implementation of professional services, and robust, personalized reporting for every aspect of your financial management.

Financial Planning

Financial Planning

We believe that having a financial plan provides you with the confidence and peace of mind you need to live your life the way you want. Our team strives to have you connect where you are in life to where you want to be through financial planning, and we think that our process is the best way to make that happen.

Investment Management

Investment Management

There are principles and strategies that may enable you to put together an investment portfolio that reflects your risk tolerance, time horizon, and goals. Understanding these principles and strategies can help you avoid some of the pitfalls that snarl some investors.

Tax Planning

Tax Planning

Understanding tax strategies and managing your tax bill should be part of any sound financial approach. With careful and consistent preparation, you may be able to manage the impact of taxes on your financial efforts.

Generational Wealth Management

Generational Wealth Management

There are several situations that ultra-affluent families face when managing their finances, and oftentimes, these situations are quite complex and take a vast amount of time and dedication to administering. Fortunately, our team can help manage your assets and align the interests of your family efficiently and effectively so that your wealth continues to work for you for generations to come.

We’re here to be your guide and navigate the ups and downs.

We know the work and sacrifice it takes to break free of the workforce. You have the desire to enjoy your life as a financially independent person, and that's what all of our services are geared to provide

Your Financial Peace of Mind!

Your Plan for Getting Started

1. Financial Plan

The process starts with a conversation and relationship building as advisor and client. This will help us understand both your aspirations and your concerns.

2. Investment Strategy

After the strategies are identified, we will make specific asset and investment recommendations to bring those strategies to life.

3. Managing & Monitoring Progress

After the strategies are implemented, we’ll continuously monitor your progress together through regular meetings to help you stay on track or pivot when life throws you a curveball.

What We Strive For

What We Strive For

Wayfinder Capital was established with the goal of using our resources to assist you in achieving your financial goals and needs. We recognize that your journey is unique to you, and as such, it is also personal to us. Our team is completely committed to your success.


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