Services

What We Can Do For You

Our firm provides helpful services in a variety of areas, including financial planning, tax planning, investment management, and estate planning. Although we are proud to offer each of those services to our clients, we specialize in investment management and financial planning. We believe that these are the areas that need the most consistent attention and require the most expertise, so we are happy to provide our knowledge and experience for those that feel they can benefit from that consideration.

Our team strives to be someone you can trust with more than just your investment portfolio – we want you to rely on us for helping you achieve what is truly important to you by delivering tailored guidance, support, and solutions. We will work hard to reassure you that what we deliver is tailored to both your financial situation and your level of comfort and understanding.

Please explore the full range of services that we offer in the columns below:

Financial Planning

We help you build a financial plan that provides you with the confidence and peace of mind you need to live your life the way you want.

Investment Management

We help you understand the principles and strategies that may enable you to put together an investment portfolio that reflects your risk tolerance, time horizon, and goals

Tax Planning

We help you build a tax strategies and managing your tax bill through careful and consistent preparation.

Generational Wealth Management

Our team can helps 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.

A Look Into Our Process

At Wayfinder Capital, our firm’s process is designed to specifically help clients visualize the path to reaching their financial goals and alleviate any concerns through careful financial planning. Our team developed an educated, authentic, and caring approach with a high level of customized services. We are excited to bring this knowledge and service to help our clients achieve their financial goals.

We listen to the concerns and needs of our clients and then meet to collaboratively respond with researched information and care, and we work hard to base each approach on your needs.

We also intentionally made our model fluid so that we don't overload our advisors. We have a limited number of households per advisor to ensure availability and attention to the existing practice. We also manage our strategies completely in-house so that there is no disconnect between what's happening in your account and what's happening in your life. We can assure you that absolutely nothing will be built out for you until we can confidently display the true value of our effective suggestions.

Our approach with clients is very soft and on your comfort level. We have developed a solid, time-tested process that consists of four consecutive steps:

1. Discovery

Primarily, we will have a conversation with you to develop a relationship with you and understand your starting point. We will also take care to address any questions or concerns you may have about working with us. Next, we will organize your finances so that you can see your financial picture more clearly and establish goals that you want to reach in your future.

2. Financial Plan

We determine the appropriate next steps to take to ensure that you, with the help of our team, are ready to progress with developing your financial plan. We will then methodically develop personalized strategies together, at your comfort level, that will put you on the path to achieving your goals.

3. Investment Strategy

After the strategies are identified, we will make specific asset and investment recommendations to bring those strategies to life. When you approve those recommendations and ensure that they are right for your situation, we’ll put them into action.

4 Manage & Monitor 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. You will have a dedicated personal advisor, weekly emails on financial topics, quarterly investment review calls, semi-annual financial planning calls, and annual estate plan reviews. We also have monthly opportunity calls based on individual clients and any opportunities for them in the market, taxes, their real estate, loans, insurance, and anything else that may benefit your financial future.

If you feel that our process aligns with what you may be looking for in a financial partner, please feel free to contact us and we will be happy to answer any questions you may have about our financial planning process.

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