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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. 

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This material is provided for informational purposes only and should not be construed as investment advice or an offer or solicitation to buy or sell securities. This material is not intended to be used as a general guide to investing or as a source of any specific investment recommendations, and makes no implied or express recommendations concerning the manner in which any client's account should or would be handled, as appropriate investment strategies depend upon the client's investment objectives.

WWP does not guarantee that communications transmitted electronically are secure, accurate or complete as information could be intercepted, tampered with, corrupted, lost, destroyed or delayed or could contain malicious content. Although WWP has taken reasonable precautions to ensure no viruses are present in this transmission, it is the responsibility of the recipient to ensure that it is free of malicious content. By messaging with WWP, you understand and accept all risks associated with electronic communications.

Any electronic communication conducted within or through WWP systems is subject to monitoring, review, retention, and external production in order to comply with relevant laws, regulations and regulatory requests, for risk management or operational purposes.

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.

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.

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