Waypoint Financial Solutions

Waypoint Financial Solutions Financial Services provided including investment management and retirement planning. Our goal is to uncomplicate the complicated.

For full disclosures please see our website at www.mywaypoint.net

06/18/2026

Get to know Logan Johnson - the Service Associate for our Investment Clients! ⚓️

Twinning over here at Waypoint! ⚓️
06/17/2026

Twinning over here at Waypoint! ⚓️

06/09/2026

If you’ve been to Waypoint, you probably know Carli! She’s been keeping our ship afloat with ease since 2018 - now holding her BFA™ as a Financial Advisor and our Investment & Operations Director! ⚓️

Grandma Suz’s new assistant learning the ropes at Waypoint! 😍
06/05/2026

Grandma Suz’s new assistant learning the ropes at Waypoint! 😍

The boys are hard at work as we make the move to our new, larger file room! Thank you to Kirt Johnson for getting the jo...
05/27/2026

The boys are hard at work as we make the move to our new, larger file room! Thank you to Kirt Johnson for getting the job done for us ⚓️

05/26/2026

Continue meeting all the friendly faces at Waypoint Financial ⚓️ Today is Rae Day!

In observance of Memorial Day, our offices will be closed on Monday, May 25th. Wishing everyone a safe weekend!
05/22/2026

In observance of Memorial Day, our offices will be closed on Monday, May 25th. Wishing everyone a safe weekend!

05/19/2026

Get to know Bella Udoni as our Tax & Accounting specialist here at Waypoint! ⚓️

Teamwork makes the dream work!
05/14/2026

Teamwork makes the dream work!

05/12/2026

Continuing our “Getting to Know Us” series through the office with our Investment Client Services Coordinator, Zarabeth Wilkins! ⚓️

Address

109 E Badger Street
Waupaca, WI
54981

Opening Hours

Monday 8am - 4pm
Tuesday 8am - 4pm
Wednesday 8am - 4pm
Thursday 8am - 4pm
Friday 8am - 3pm

Website

Alerts

Be the first to know and let us send you an email when Waypoint Financial Solutions posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share