Zachary E Schmidt

Waypoint Wealth Management serves as a trusted financial planning partner for individuals, families, businesses, and communities in pursuit of financial freedom, passion, and purpose. Our comprehensive approach emphasizes understanding each client's unique goals and circumstances to create personalized plans that align with their aspirations.

Our Philosophy

We believe in the power of collaboration and personalization in financial planning. Working from our office in Bozeman, Montana, we have the privilege of assisting clients across the nation. Our team of skilled professionals utilizes industry-leading insurance products and investment solutions to build and maintain financial stability for our clients.

Our Accolades

Waypoint Wealth Management has received numerous recognitions for its exceptional services. Founder Zach Schmidt has been consecutively featured on the Forbes Best-in-State Top Financial Security Professionals list for 2022 and 2023, a testament to our commitment to client-centered care and outstanding outcomes. Additionally, our team has received awards for its exceptional work as a financial advisor team and for its collaborative spirit.

Our Services

Our services are designed to empower clients to take control of their financial future. We offer a comprehensive range of services, including:

• Financial Planning: Developing tailored plans to address individual financial goals, such as retirement planning, estate planning, and investment strategies.

• Insurance Solutions: Identifying and securing appropriate coverage to minimize financial risks associated with unexpected events such as illness, injury, or property damage.

• Investment Management: Guiding clients in making informed investment decisions to achieve their financial goals.

• Wealth Management: Developing and implementing strategies to maximize client wealth and protect it from potential losses.

• Retirement Planning: Providing guidance on maximizing retirement accounts and investments to ensure a comfortable and secure retirement.

• Business Planning: Consulting with businesses to establish and implement financial plans to achieve their economic goals.

Our Commitment

At Waypoint Wealth Management, we are dedicated to building lasting relationships with our clients. We believe in open communication, transparency, and providing ongoing support throughout their financial journey. Our team is passionate about helping clients achieve financial independence, pursue their passions, and live purposeful lives.