A list of our comprehensive services:

Sustainable, Responsible, and Impact Investing

SRI is a theory of investing that uses both quantitative as well as qualitative metrics to align an investor’s values to their assets. It is investing with a conscience, with forethought. It is a group of investors who want to do more with their money than just make money. It is the understanding that where and how you invest your money has an impact on your community and the world in which we live.

  • Family Services
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Special needs planning

The ability to take complex situations and is able to deliver simple solutions. Dealing with a loved one with special needs can be a very stressful situation. The family must balance emotional stress and work load associated with it. Words like fear, anger, and disorganization often come to mind when thinking about the financial situation.

The use of Waymark’s Behavioral Finance Exercises allows the clients goals to be determined and a financial plan created that will help them reach those goals. The Waymark process takes into account many of these complexities that may arise in a special needs case, and helps prepare the client for what may occur in the future!

  • Charitable Giving
  • Retirement Planning Strategies
  • Investments
  • Green Investments
  • Investment Screening

If you’re ready to invest in the life you want, contact us today.

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