Heath Ledger’s death in 2008 is another tragic story of an extremely talented artist gone too young. The unfortunate circumstances of his death compounded the complexity of his estate, leaving lawyers and family in a difficult position.Read more
Advice in Common Language
You Deserve To Understand What’s Happening With Your Money.
Have you ever sat across from a financial advisor and only understood every third word they were saying? And yet they were talking about your money, your life and your future.
At Waymaker Wealth Advisors, we believe clients should understand everything that is happening with their money; that advisors should be just as good about explaining investments as they are at making them.
What are you going to do with my money?
First, we’ll get to know you and what you value most. We’re going to figure out your goals and the outcomes you’d like to achieve. We’ll do this by establishing your Family Index Number, which is the rate of return needed on your investments in order to work towards those outcomes. After we determine your Family Index Number, we’ll allocate your money to our various investment strategies designed to help you pursue those goals.
Can you handle the complexity of my situation?
We work with a wide variety of clients – everyone from high net worth investors to those who are just starting out. While we’ve helped thousands of families navigate complex financial needs, each family gets a personalized allocation strategy to help guide them through life’s major decisions.
How can you make my life easier?
As your trusted advisor, we’re focused on adding convenience and simplicity to your life. We will make sure you’re educated on your investments and how we manage your money – providing as much or as little information as you’d like.
Whether you’re investing hundreds or millions, at Waymaker Wealth Advisors we’re about much more than results – we’re about helping you understand where those results have come from and why the strategy works. If you’re tired of the mystery of investing and want to know exactly what’s happening with your money, schedule an appointment today.
Discover the right investment strategy for you.
Tell us a little more about your investment objectives and level of comfort with risk.
By what percentage do you expect your portfolio to grow
annually over the long-term (10+ years)?
Schedule an appointment.
Please provide your name and email and we will have an advisor contact you.
Our Financial Planning Services Are Built On Trust, Transparency and Accountability.
Our experienced team of professionals will develop a personalized plan that gives you the power – and a path – to realize your dreams.
Our financial planning process helps us understand your needs, your dreams and even your fears regarding your finances. Your financial plan starts with a solid blueprint. We walk with you to put together a plan that reflects who you are and the concrete, value-driven goals that guide you. Learn more.
Personalized Wealth Management
Waymaker Wealth Advisors strive to earn our clients’ trust through professional guidance, exceptional service, and implementation to pursue their most important goals while adhering to their unique values.
Contact one of our wealth advisors to request a complimentary consultation.
Disciplined investment strategies are the foundation of our investment management process. Our time-tested strategies are designed to meet a variety of investment goals and objectives.
Market CommentaryMarket Commentary: Retail Sales Spike, but Unemployment ...
Retail sales rebounded as U.S. consumers continued to put salaries and money left over from the CARES Act into the economy. Retail and food service sales surged 1.9%, more than doubling expectations of 0.8%. The gains raised overall retail sales 5.4% above year-ago levels as consumers make up for consumption lost during the early days of social distancing (Figure 1).Read More
BlogHow the 2020 Election Could Impact the Markets ...
Every election season, political emotions run high. Candidates tell us that this is the most important election in our lifetimes. Advertisements vilifying the opposing candidate seem to never end. Political chatter on social media picks up. Through it all, it can be hard to keep our emotions under control.Read More
Monthly NewsletterHow Financial Scams Work, and How to ...
In the late 1920s, an enterprising Bostonian started selling subdivisions in the sunny ‘burbs of Florida. Promising orange trees in the backyard and rolling waves out the front door, he sold plots – sometimes 23 an acre! – near bustling towns like Nettie. Unfortunately, the entrepreneur’s name was Charles Ponzi, and Nettie, like his other locales, was a work of lucrative fiction.Read More
News3 Roth Conversion Traps To Avoid After The ...
Roth conversions can be a powerful tax and retirement planning technique. The idea behind most Roth conversions is to take money from an IRA and convert it to a Roth IRA. Essentially, you’re paying taxes today instead of paying taxes in the future.Read More
Infographic10 Tax Planning Tips Your CPA Might Have ...
There’s more to tax planning than you think. Do you understand how each of your accounts are taxed? How did you set up your retirement plan? Have you considered an HSA? Take control of your taxes and how they fit into the big picture. Check out 10 planning tips your CPA might have missed. View the InfographicRead More
Weekly Market Commentary
- Market Commentary: Stocks Rallied in Hopes of Potential Stimulus Package
U.S. stocks rallied on expectations that a stimulus package will be passed in the coming months and additional packages will be easier to pass. The Trump administration offered proposals closer to the most recent Democratic offer. Even if no deal is reached prior to the election, polls suggest the Democratic Party may control the presidency and both houses of Congress. One-party control makes it significantly easier to pass legislation.Read more