Steve Minninger specializes in tax‑efficient investment considerations for high‑net‑worth clients. As Managing Director of Admiralty Private Client Group, he works closely with clients’ estate planners, tax professionals, and risk managers to evaluate short‑ and long‑term capital decisions and the overall balance of assets and liabilities. His family office approach is designed to align strategies with each client’s specific goals and circumstances. He also provides financial planning and investment advisory services to families and individuals through Waypoint Wealth Planning. 

Steve holds an MBA in Finance from the UConn School of Business, an M.S. from SUNY Maritime College, and a B.S. from the Massachusetts Maritime Academy, along with his CFP® designation and Series 66 license. Before founding his independent practice, he built his early career in the maritime and energy industries before transitioning into wealth management, following the path of his father and grandfather. Today his practice focuses on corporate executives, business owners, and families navigating complex wealth‑planning decisions. He lives in Newport, Rhode Island, with his wife, Mary Rose, and when he’s not working with clients, he can usually be found on Narragansett Bay, skippering his racing sloop or navigating for competitive ocean racing teams.

Steven Minninger conducts investment advisory business under the dba Waypoint Wealth Planning and Investment Advisors.

Steven Minninger's WJCM ADV 2B

Admiralty PCG