Waypoint Wealth Planning

At Waypoint Wealth Planning, we are dedicated to delivering a unique wealth management experience that is tailored to each client's specific needs and goals. Our team of experienced professionals, led by Steven F. Minninger, Jr., CFP, MBA, has extensive knowledge in financial planning, investment management, insurance, and estate planning. We are committed to helping our clients navigate their financial lives and ensure that their wealth aligns with their core values and long-term goals.

Our mission is to provide a "family office" styled wealth management experience, where we create multi-disciplinary teams with our clients' trusted advisors. This approach allows us to provide comprehensive oversight of our clients' financial lives, while also ensuring that all aspects of their wealth planning are aligned and working effectively towards their goals.

Our Services

We offer a wide range of financial services designed to meet the unique needs of our clients. These services include:

• Purpose Based Planning: Understanding not only where you want to go but how to get there in a way that is right for you.
• Managing the Risks: Wealth planning is not only about knowing where you want to go, but also protecting against the risks that could keep you from getting there.
• Business Planning: Is your business strategy part of your wealth planning strategy?
• Financial Planning Process: A step-by-step approach to achieving your financial goals.

Our Principles

Our clients' core values, goals, and long-term needs drive our guidance and recommendations. As the forecast changes, we adjust course for our clients accordingly. We are guided by principles such as risk alignment, comprehensive oversight, and flexibility for inevitable changes over time.

Our Team

Our team is led by Steven F. Minninger, Jr., CFP, MBA, who is a Certified Financial PlannerTM Practitioner, a member of the Fairfield County Financial Planning Association, and licensed Investment Advisory Representative. Steve has extensive experience in financial planning, investment management, insurance, and estate planning, and serves clients throughout the Tri-State and New England areas.

Investment Advisory Services

Investment Advisory Services are offered through William Joseph Capital Management, LLC, a Registered Investment Advisor. Insurance Products are offered through Minninger Financial Services, LLC. William Joseph Capital Management, LLC, and Minninger Financial Services, LLC are not affiliated.