Retirement is far off until it isn’t. This chapter of life can sneak up on just about anyone, and we do ourselves a favor to be as prepared as we can. Like anything involving the government, finances can be confusing, with different tax treatments, contribution limits, beneficiary rules and more.Read more
Advice in Common Language
Straightforward Fees
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)?
How to get started.
1. Schedule an appointment
2. Meet with us for a custom listening session
3. Get your personalized strategy
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.
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.
Investment Management
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.
Carson Group
Carson Partners are growth-minded advisors wholly dedicated to helping clients reach a higher purpose for their wealth and design a lasting legacy for their families.
Our Locations
Waymaker Wealth Advisors is headquartered in Spokane, WA. Contact us today to speak with a wealth advisor or financial professional near you.
Insights
Waymaker Wealth Advisors’ team of professionals provide you with transparent and proactive communications to equip you with the knowledge you need. Read more
Video
Quarterly Market Outlook, First Quarter 2021Join Scott Kubie, Senior Investment Strategist at Carson Group, for our Q1 2021 Quarterly Market Outlook webinar. Click Here to Watch the Webinar
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Market Commentary
Market Commentary: Biden Proposes New Stimulus Package ...The signs of an economic slowdown continue. Initial jobless claims, which are released weekly, spiked to 965,000 last week. Claims increased by 181,000 and marked the highest weekly total since mid-August. Continuing claims increased 199,000, indicating those losing work are not finding new employment right away. Based on other data points, many of those filing for unemployment expect to be rehired when newly imposed restrictions are reduced.
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Monthly Newsletter
Help Improve Your Financial Plan This Year ...It’s no secret that many people do not keep their New Year’s resolutions. Every year around this time, gym memberships go up and personal planners fly off the shelves. A few weeks later, the planner gets left on the train and the gym, well, it’s just so far out of the way! New Year’s resolutions have a whopping shelf life of about a month, and only 20% or so make it further.
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Blog
17 Things You Need to Know About the ...Congress passed the new $900 billion economic relief and spending bill on Monday. While most of the focus has been on a second round of relief payments to most Americans, there is plenty more in the 5,000-plus pages of the stimulus package.
Read MoreWeekly Market Commentary
- Market Commentary: Markets Start the New Year Strong Despite the Chaos in Washington
The vivid pictures and appalling actions in Washington, D.C., Wednesday captured the attention of the globe, but not the interest of markets. The Democratic sweep in the Georgia Senate races didn’t attract a lot of interest from investors either. Neither were markets fazed by the first loss of jobs in a monthly employment report since the recovery began.Read more