Wayfinder Capital was founded with a similar desire in mind – to use the resources we have at hand to help you navigate the terrain to reach the ultimate destination that rests in your financial goals and needs. Just as your journey is personal to you, it is personal to us as well. We personalize everything involved with our clients, from our contact strategy to your investment strategy to your financial plan.
Since the inception of our firm, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through the complex world of financial services. We believe that there are far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience, and we are proud to boast a team that offers such amenities.
Our team is inspired by making a positive impact on clients and those who work with Wayfinder Capital. We are strongly motivated by the thought of developing a thorough financial plan that you will benefit from. We hope you'll browse the various resources available on our website and welcome the opportunity to meet and discuss your unique financial circumstances.
Beau Pollard
As Founder and Wealth Manager at Wayfinder Capital, I am proud to provide financial advice to clients in all areas of personal finance, such as investments, tax planning, insurance planning, financial planning, and estate planning. I...
Coleman Levy
As a Financial Consultant at Wayfinder Capital, I am proud to support our clients in all aspects of their financial lives. My role is to ensure our client’s needs are met, leveraging the various tools and resources at our...
Guillermo Diaz CFA®, MBA
As a Portfolio Consultant working with Wayfinder Capital I have the opportunity to challenge myself creating tailored and customized investment strategies for the affluent clients who place their trust in the Wayfinder Capital team....