Waypoint Wealth Management - Ephrata (WA)

Tricia Albright Zander came to my class of AVID juniors to share a presentation on how young people can build wealth. He talked about setting short term savings goals as well as showing my students how just a $50 a month investment at their age could lead to a huge retirement fund. He was engaging and easy to follow. My students and I learned a great deal of valuable information.

Glen Allen Ive had the pleasure of working with Pia Meyer at Edward Jones Investing for over two decades. Throughout these years, Pia has consistently demonstrated exceptional professionalism combined with a friendly and easy-going demeanor. Her ability to listen and truly hear my concerns and goals has been invaluable. Pias thoughtful and personalized approach to investing has made me feel confident and well-supported in my financial journey. I highly recommend Pia Meyer for anyone seeking a dedicated and personable financial advisor

charity keplinger Geoff is great to work with and takes into account our fears and hopes for financial success and stability. He looks out for us first making sure our money works for us at every step of our financial ladder. We love that attention.

Mandy Mosley Very nice an very helpful w little wait time

Raj P We have been clients of Sustainable Wealth Management (SWM) and Todd for many years. Their team has done a superb job of consistently providing timely advice an guidance on a number of investment and financial planning questions. Todds greatest strength is in providing himself as a sounding board for making investing decisions and to continue to check in with us to ensure our actions are consistent with our long term goals. SWMs entire group excels at creating personal relationships and are always available to meet in person or take phone calls. We highly recommend Sustainable Wealth Management for your long term financial planning needs.

Mitched TimothyX Never had any problems. Compared to how crooked Chase is, Key is amazing