Waypoint Wealth Management Group is a financial advisory firm located in Plano, TX, dedicated to helping clients navigate major life events and preserve their wealth. With a customized approach that goes beyond investments, their team of experienced professionals provides thoughtful financial planning and comprehensive wealth management services.
Led by Senior Vice President Michael Picco and Vice President Marc Hamlin, Waypoint Wealth Management Group focuses on developing long-term relationships with clients through quality client service and tailored strategies. Their mission is to be the primary source of financial advice for their clients, offering expertise in areas such as liability management, estate planning, income planning, and active asset allocation.
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