Waypoint Wealth Management - Wenatchee (WA)

dave church Scott has been our investment advisor for close to a decade. He has always been very easy to work with. Scott understands our investment goals and helps us achieve them. With his guidance, weve made money even in "bad" markets.

Katherine Evangelou Pamela is warm, friendly, and knowledgeable. Highly recommended!

Lauri Page We love dealing with Carson. He is always able to answer our questions and keeps us informed about our financial goals. We highly recommend him!

Linda Schrubbe Great people, Rory is awesome , very helpful, he is down to earth and really smart.

Benjamin Branigh Now I know the nearest private investment management company if I find anyone seeking who Lives in Mount Vernon I’ll send here.

Kim Main Working with Derek and his team has been one of the best financial decisions we’ve ever made. From day one, Derek has been incredibly communicative, friendly, and professional. He explains things clearly, listens to our goals, and builds smart strategies tailored to our needs. Thanks to Derek’s guidance, we’ve seen real growth in our finances — and the results have truly been life-changing. We were able to retire earlier than we ever expected. His entire staff is also top-notch — responsive, kind, and always willing to help. It feels like working with a team that genuinely cares about your success. Highly recommend Derek if you want someone knowledgeable, approachable, and effective on your financial team!

James Tolson My partner does her banking here. Not a lot of staff here, at this location. But they make up for it with friendliness. The inside of the bank is pretty sterile but its a bank, so do not expect too much for ambience. We have been here when it has been extremely busy, so I would definitely stay away from here from 4:00 to 5:30 pm. I hope this helps you out.