Steven F. Minninger, Jr., CFP, MBA is a Fairfield County Fee-Based Financial Advisor located in Stamford, CT and serves clients throughout the Tri-State and New England areas. Waypoint Wealth Planning specializes in providing objective financial planning and investment advisory services to help individuals, families and business owners manage, grow, and protect their assets over the course of their financial lives.
Steve Minninger is a Certified Financial PlannerTM Practitioner, a member of the Fairfield County Financial Planning Association and is an Investment Adviser Representative with DLG Wealth Management, LLC registered with the Securities and Exchange Commission (SEC) as an investment adviser. Whether you are investing to build wealth, protect your family, or preserve your assets for a legacy, we can help you chart a course to get you there safely.
Steve Minninger is a Certified Financial PlannerTM Practitioner, a member of the Fairfield County Financial Planning Association and is an Investment Adviser Representative with DLG Wealth Management, LLC registered with the Securities and Exchange Commission (SEC) as an investment adviser. Whether you are investing to build wealth, protect your family, or preserve your assets for a legacy, we can help you chart a course to get you there safely.
Services
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
At Waypoint Wealth Planning, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients. Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.
Pulling all of the pieces together to have a well thought out voyage plan requires a disciplined process of identifying the various routes that are available and the steps necessary to proceed toward a given route.
Whether you are a business owner thinking about your exit strategy or a family planning for long term wealth preservation, the importance of the initial steps or WAYPOINTS you need to take can be thought of in the same way as building a ship.The most important steps are the ones we take first that create a strong foundation, like the laying of the keel of the ship.
Whether you are a business owner thinking about your exit strategy or a family planning for long term wealth preservation, the importance of the initial steps or WAYPOINTS you need to take can be thought of in the same way as building a ship.The most important steps are the ones we take first that create a strong foundation, like the laying of the keel of the ship.
If you own your business or a major shareholder in a privately held corporation, chances are you have worked hard to get the business where it is. And stake in the business is likely is a significant portion of your net worth. More often than not, business owners are not allowing themselves the time to think about monetizing their efforts.
Because life is both rational AND emotional, we believe it is vital to help you explore your values and motivations when creating a decision making framework around your holistic financial planning. We believe that planning your financial journey is more than about maximizing absolute returns, minimizing taxes and reaching your destination with the greatest net worth.
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