Disclosure

Waypoint Wealth Partners (WWP) is a registered investment advisor with the SEC. WWP may only transact business or render personalized investment advice in those states and international jurisdictions where we are registered, notice filed, or where we qualify for an exemption or exclusion from registration requirements. 

For a complete copy of our Form CRS, click here (PDF).

For a complete copy of our ADV and Privacy Policy, click here (PDF).

The purpose of this content is to provide general information on our products and services only and should not be construed as a solicitation to effect, or attempt to effect, either transactions in securities or the rendering of personalized investment advice over the Internet. 

Any tax and estate planning information offered by WWP is general in nature.  It is provided for informational purposes only and should not be construed as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation.

Any communications with prospective clients residing in states or international jurisdictions where WWP and its advisory affiliates are not registered or licensed shall be limited so as not to trigger registration or licensing requirements.

The information contained herein represents the views of WWP at a specific point in time and is based on information believed to be reliable. No representation or warranty is made concerning the accuracy of any data compiled herein. In addition, there can be no guarantee that any projection, forecast or opinion in these materials will be realized. Any statement non-factual in nature constitutes only current opinion which is subject to change. These materials are provided for informational purposes only and do not constitute investment advice.  Any reference to a security listed herein does not constitute a recommendation to buy, sell or hold such security. Past performance is no guarantee of future results. The historical returns of any securities and/or sectors mentioned are not necessarily indicative of their future performance.

Indices are not available for direct investment; therefore, their performance does not reflect the expenses associated with the management of an actual portfolio. Index returns reflect all items of income, gain and loss and the reinvestment of dividends and other income. For a description of indices, click here (PDF).

Unauthorized reproduction or transmitting of this material is strictly prohibited. WWP accepts no responsibility for loss arising from the use of the information contained herein.

Please remember to contact WWP if there are any changes in your financial situation or investment objectives, or if you wish to impose, add to, or modify any conditions regarding our investment management services. Note, however, that any requests to change the conditions of our investment management services must first be acknowledged and agreed to by us in writing.