YOUR JOURNEY
Your Path Ahead
Creating clarity about retirement and
investment planning.
Creating clarity about retirement and
investment planning.
We understand that your financial circumstances are uniquely your own, and we believe you are best served by a planning team that crafts strategies tailored to fit your specific needs and goals. As a fiduciary, we are committed to act in your best interest.
It all starts with a conversation. Part of our process is to take the time to learn about you—where you are now and where you want to go.
By getting to know you, Waycross can respond to known and unforeseen changes in your life. We emphasize optimal asset allocation, effective management of cash reserves, thinking through tax liabilities, and more. Through this stewardship, your money remains responsive to your needs.
COMPREHENSIVE, CUSTOMIZED INVESTMENT PLANNING
We design and manage diversified portfolios
We develop and manage customized investment plans for individuals, families, for profit, and not-for-profit organizations
We manage IRAs, retirements plans, and taxable accounts in addition to endowment, reserve and educational funds
We do not sell any products so we can remain objective, providing unbiased advice
Get Started
It all begins with a conversation. Contact us to arrange a meeting and find out what happens when sixty years of experience focuses on guiding you to a prosperous financial future.