Navigating your path to
Financial Security

Waypoint Wealth Planning provides a comprehensive and personalized approach to financial services.  

We focus on investment management, retirement planning, tax‑aware strategies, and estate planning, delivered through an integrated framework designed to support the full scope of a client’s financial life. 

Our “Family Office” approach offers coordinated, holistic solutions that bring together planning, investment management, and risk considerations in one aligned process.

Client-Centered

Steven F. Minninger, Jr., MBA, CFP®

Steven approaches wealth management as a comprehensive evaluation of a family’s financial landscape. Using a disciplined, unbiased framework, he develops strategies intended to align resources, manage risk, and support both present needs and future generations.