Zachary E Schmidt

Waypoint Wealth Management exists to strengthen individuals, families, businesses, and communities through a comprehensive, client-centered approach to financial planning that allows those we work with to live with freedom, passion, and purpose. At Waypoint Wealth Management, we believe that planning is personal.

With our main office in Bozeman, MT, and experience working with clients all over the country, we are striving to help build financial stability in our communities using industry leading insurance products and investment solutions. Our extended network of specialists helps provide the thorough financial planning assistance our clients desire.