We focus on financial health,
so you can focus on life.

Personal Service and Cutting-Edge Technology

Drawing from a deep pool of experience and industry-leading resources, Waypoint is here to help you on your journey toward financial health.

We use the latest technology to complement and elevate the client experience without sacrificing personal service. Our office serves each unique client personally and provides unbiased advice to help you move toward your goals. At Waypoint, we are proud to know every client by name.

Waypoint Advisors helps you:

  • Identify your core values
  • Connect your financial health to the life you want to live
  • Understand your unique risk profile
  • Set financial goals
  • Craft a financial plan and make adjustments as life changes
  • Create custom investment portfolios aligned with your plan, risk profile, and values

Meet Adam Carter

Adam Carter, AIF®, BFA™ has been helping clients in the above ways for more than 15 years.  Being a part of the journey as a trusted advisor is what he enjoys most about this work.

As a Native of Colorado, Adam brings a more relaxed approach to the serious and intimate work of helping people with their financial lives.

As an experienced backpacking guide, Adam helps people understand the importance of “one step at a time” and that the journey is part of the destination.

Client Resources

To maintain our commitment to service for our existing clients, Waypoint is only accepting new clients on a case-by-case basis.  If you want to pursue financial health, we want to help.  We will gladly set initial consultation appointments to offer advice and may refer to professionals who can help you on your journey. 

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