Transforming Health and Wealth for Families, Communities, and Associations
Join the Revolution Today!
Transforming Health and Wealth for Families, Communities, and Associations
Join the Revolution Today!
Independent Pharmacies
WaypointRx empowers pharmacy owners with tools and strategies to operate more profitably, serve their communities more effectively, and reduce dependence on traditional PBM models. From Medicare agency creation to innovative insurance and retirement plans, our mission is to help pharmacy leaders create sustainable, independent businesses that thrive.
Investment Management
Waypoint Strategic Advisors is a privately held investment advisory firm headquartered in Summerville, South Carolina. Founded in 2010 through the merger of two respected Registered Investment Advisors from the Carolinas, the firm offers independent, evidence-based financial planning, investment management, and retirement plan services to individuals, families, and business owners across America.
Pharmacist Financial
Transitions in your pharmacy career can feel overwhelming. Pharmacist Financial exists to provide clarity, structure, and support during career pivots and financial planning. From personal finance to retirement strategies, our tailored approach helps pharmacists create a secure future—no matter where their path leads.
Association Benefits Solutions
Waypoint Association Benefits is a turnkey solution designed to empower associations with meaningful, revenue-generating benefits for their members. Our program provides access to health insurance, voluntary benefits, retirement planning, and planned giving—all while creating a sustainable funding stream back to the association.
Planned Giving for Associations
PlannedGivingRx (PGRX) is a specialized service that assists industry associations in establishing and managing planned giving programs to ensure long-term financial sustainability. Their mission is to help associations create enduring legacies through strategic planned giving solutions, aiming for 100% of every dollar raised to support the organization's mission.
Insurance Solutions
Coming Soon
About Us
Vision
Purpose
Purpose
A world filled with people achieving their full potential.
Purpose
Purpose
Purpose
The sole purpose of the Waypoint Company is to increase and protect the health and wealth of families and communities across America through our work with independent pharmacies and associations.
Mission
Purpose
Mission
Is to reclaim the resources that have been sucked out of communities and associations by big business and bring back affordable, quality health care.
About the Waypoint Company
The Waypoint Company has spent over two decades leading business development efforts that have built a dynamic, results-driven ecosystem within the medical industry. Rooted in a mission to create lasting impact, our team combines deep industry expertise with a forward-thinking approach. What began as a traditional financial services firm has evolved into a pioneering force at the intersection of health and wealth care—delivering innovative solutions that empower professionals, communities, and organizations alike.