Waypoint Wealth Management's primary role is the providing access to investment management and advisory services to individual and business clients with specific emphasis on the principals and practices of our investment advisory process “DisciplinedIQ”. In our secondary role as an Office of Supervisory Jurisdiction we provide supervisory and compliance services to investment brokers and advisors. We also provide advisor training and access to our advisory processes. DisciplinedIQ is Waypoint’s most flexible investment methodology built on a foundation of fiduciary standards of care and a sensible approach to risk management. Our ongoing due diligence process includes systematic review of investment selection criteria with strict tolerances in an effort to always utilize top level investment managers. Additionally, our process includes systematic review of equity market and economic strength in an effort to maintain investment when conditions appear to be favorable and reduce investment when conditions appear to be less favorable. Specifically, this flexible allocation process strives to maintain balance between client objectives and the fluctuating risk profile of equity markets, thus avoiding the risk management pitfalls of the “buy and hold” theory. More information can be found at www.disciplinediq.com. At Waypoint Wealth Management, we offer access to securities and advisory services through LPL Financial, a Registered Investment Advisor and a member of FINRA and SIPC. Investing involves risk, including possible loss of principal. No strategy assures success or protects against loss. This material is for general information only and is not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact us for a personal consultation. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.