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Waypoint Wealth Planning - Stamford, CT

290 Harbor Drive, Workpoint Suite, Stamford, CT 06902

TEL.203-588-9444

 
Waypoint Purpose based Planning Managing the Risks Business Planning

OUR MISSION
Waypoint Wealth Planning’s goal is to deliver the best coordinated experience of wealth planning and wealth management allowing our clients to be confident and secure that all of their financial resources are working as efficiently as possible to meet their goals while still accounting for their core values. Whether planning for retirement or securing an intergenerational financial legacy, our family office experience provides a high level of service and coordination that considers clients’ holistic financial picture and puts clients’ best interests first.

Steven F. Minninger, Jr., CFP®, MBA is a Fairfield County Fee-Based Financial Advisor located in Stamford, CT and serves clients throughout the Tri-State and New England areas. Steve Minninger is a Certified Financial PlannerTM Practitioner, a member of the Fairfield County Financial Planning Association® and licensed Investment Advisory Representative. 

WHAT'S YOUR DESTINATION?

Whether you are investing to build wealth, protect your family, or preserve your assets for a legacy, we can help you chart a course to get you there safely.

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STUDYING THE CHARTS

Each family or individual’s voyage plan should be made up of a unique set of waypoints that guide them along a route to their goals.

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VOYAGE PLANNING

Laying out the voyage plan is critical to a safe journey. The largest investment returns, the most advanced insurance features, and the soundest recommendations don’t mean anything without a plan.

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Understanding the Alternate Valuation Date

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