Discover the Waymark Way
with Wealth Building Resources

The “One Big Beautiful Bill” just reshaped your 2025 tax return. Brendan breaks down how the new deductions and refund changes could save you thousands.

529 plans just got a major upgrade. From Roth rollovers to expanded K–12 limits, Brandon breaks down what families need to know to maximize their savings.

In this episode of Coffee with Waymark, Hanifa shares how our holistic, client-first approach delivers peace of mind, how we’re leveraging AI tools and team growth to scale services without sacrificing quality, and how our new tiered fee structure creates transparency, flexibility, and choice for every client.

What can 4 Teen Eagle Scouts teach you about money management? In this unique episode of Coffee with Waymark, Brendan interviews four Eagle Scouts at summer camp, fresh off earning their Personal Management merit badge. Their takeaways on budgeting, small expenses, and financial awareness offer timely reminders for investors of all ages.

There’s a new face at Waymark! Say hi to Jen—former nurse, real estate pro, and now our newest team member. From pediatric ERs to supporting our clients, her people-first approach fits right in.

Trump’s "One Big, Beautiful Bill Act" just passed—and it brings major tax changes. In this episode of Coffee with Waymark, Brendan offers a clear, non-political breakdown of the proposed changes in Trump’s One Big Beautiful Bill. Organized by income level, he highlights what’s staying, what’s changing, and how long these updates may last.