Waypoint Wealth Counsel
Waypoint Wealth Counsel LLC is an independent registered investment adviser based in Atlanta, Georgia, serving primarily high-net-worth individuals, families, and select charitable organizations. The firm manages over $663 million in assets as of March 2025 and employs 6 professionals. Founded to provide comprehensive wealth management and investment advisory, Waypoint delivers personalized portfolio strategies and holistic financial counsel to affluent clients.
Investment Strategy
Waypoint Wealth Counsel pursues a disciplined, diversified investment approach focused on long-term capital growth and risk management. The firm primarily serves high-net-worth individuals, constructing personalized portfolios featuring a broad range of asset classes, including equities, fixed income, ETFs, and alternative investments. Portfolio allocations draw on both passive indexing (such as VOO, SPY, IVV) and active management, reflecting client goals and market opportunities. The firm emphasizes fiduciary responsibility, transparency, and alignment with client interests, tailoring strategies for wealth preservation, tax efficiency, and generational planning.
Top Holdings
Equity Positions (263)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VOO | VANGUARD INDEX FDS | 9.21% | $23.3M | 38,072 | $393.09 | $612.38 | +$1.4M |
S SPY | SPDR S&P 500 ETF TR | 4.42% | $11.2M | 16,806 | $445.84 | $666.18 | +$871.0K |
V VYM | VANGUARD WHITEHALL FDS | 4.21% | $10.7M | 75,708 | $110.15 | $140.95 | +$871.1K |
G GLD | SPDR GOLD TR | 3.97% | $10.0M | 28,267 | $182.24 | $355.47 | +$1.3M |
M MSFT | MICROSOFT CORP | 3.76% | $9.5M | 18,368 | $281.59 | $517.95 | +$482.2K |