Wealth Management


To further serve our customers’ objectives, Waypoint Bank offers financial services and insurance through our sister company, Waypoint Financial. Waypoint Financial is managed by Jeff Cornelius, an independent financial advisor who takes pride in serving his community by creating an exceptional client experience.  He and his team understand that trust is earned, not bought, which leads them to provide his client community with unparalleled availability and personalized care.  With a firm belief in a passive, academic investment philosophy, Waypoint Financial focuses on clients’ unique circumstances and places their interests above all else.  We don’t just serve the community; we are a part of it!

Available Waypoint Financial Professional Services

  • Individual Equities
  • Variable Life
  • Variable Annuities
  • Small Business Retirement and Benefit Plans
  • Life Insurance
  • Investment Advisory Services
  • Financial Planning
  • Estate Planning
  • 401k Accounts

 

Securities America and its representatives do not offer tax or estate planning advice; these services are offered in conjunction with qualified professionals.

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