Waypoint Wealth Management

The Solution People is a highly regarded financial firm based in Cashmere, WA, specializing in comprehensive retirement planning and wealth management services. Led by experienced advisors Tony Velickoff and Angela Gaston, they go beyond assessing the value of clients' retirement accounts, offering innovative solutions to minimize tax liability, maximize social security income, and protect wealth from market volatility. With a focus on personalized strategies and attention to every aspect of clients' portfolios, The Solution People is dedicated to helping individuals and families in Washington achieve stress-free and tax-advantaged retirements. With a deep understanding of the complexities of the financial landscape, The Solution People provides real solutions for real people, offering a wide range of services that include retirement roadmap development, active management of 401k plans, and the provision of fixed insurance retirement products with guaranteed lifetime income streams. Their expertise extends to navigating the ever-changing rules of Social Security and implementing tax-free retirement strategies tailored to clients' unique circumstances. By prioritizing clients' financial goals and preferences, The Solution People ensures that individuals and families in North Central and Western Washington can confidently plan for a secure and prosperous future.Generated from the website

Stifel is a leading wealth management firm dedicated to employee advisor satisfaction, as recognized by J.D. Power in 2024. The firm offers a comprehensive suite of services, including investment products, wealth planning, and alternative investments, all designed to support financial advisors in growing their businesses. With a focus on advisor-driven technology and a commitment to personalized service, Stifel provides the resources and support necessary for advisors to thrive. The firm prides itself on fostering an entrepreneurial spirit, enabling advisors to leverage a robust research platform and banking services to better serve their clients. Generated from the website

The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member SIPC), offers investment services and products, including Schwab brokerage accounts. Its banking subsidiary, Charles Schwab Bank (member FDIC and an Equal Housing Lender), provides deposit and lending services and products.