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843.873.4420

Waypoint: Transforming Health and Wealth for Families, Communities, and Ass

Waypoint: Transforming Health and Wealth for Families, Communities, and AssWaypoint: Transforming Health and Wealth for Families, Communities, and AssWaypoint: Transforming Health and Wealth for Families, Communities, and Ass

Discover how the Waypoint family of companies is leading the charge in innovation and excellence.

Get in Touch

843.873.4420

Waypoint: Transforming Health and Wealth for Families, Communities, and Ass

Waypoint: Transforming Health and Wealth for Families, Communities, and AssWaypoint: Transforming Health and Wealth for Families, Communities, and AssWaypoint: Transforming Health and Wealth for Families, Communities, and Ass

Discover how the Waypoint family of companies is leading the charge in innovation and excellence.

Get in Touch

Independent Pharmacies

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WaypointRx, a member of the Waypoint family of companies, empowers pharmacy owners with essential 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. Waypoint Rx: a partner committed to your success.

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Wealth Management

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Waypoint Wealth is a family-owned investment advisory firm headquartered in Summerville, South Carolina. Founded in 2010 through the merger of two respected Registered Investment Advisors from the Carolinas, Waypoint Wealth offers independent, evidence-based financial planning, investment management, and retirement plan services to individuals, families, and business owners across America. 

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Association Benefits Solutions

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Waypoint Association Benefits delivers turnkey benefit solutions that empower associations to attract, engage, and retain members. Our program provides easy access to health insurance, voluntary benefits, retirement planning, and planned giving, all while creating a sustainable revenue stream for the association. By partnering with Waypoint, associations can also leverage Waypoint Protect to enhance their offerings. This comprehensive approach demonstrates our commitment to supporting associations in their growth and sustainability.

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Planned Giving for Associations

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Planned Giving Rx (PGRX) is a specialized service financing the long-term sustainability of industry associations. Our mission is to help you build a lasting legacy using strategic planned-giving solutions that channel 100% of every dollar raised to the realization of your organization's mission. As part of the Waypoint family of companies, we also offer services like Waypoint Protect to ensure your legacy is safeguarded.

Join the Waiting List Today

Insurance Solutions

Insurance Solutions

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Stay tuned for updates from the Waypoint family of companies . Exciting developments are coming soon.

About Us

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Vision

Purpose

Purpose

Our vision is a world filled with people achieving their full potential. 

This vision reflects our dedication to provide innovative solutions that empower individuals, families, and communities to reach new heights.

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Purpose

Purpose

Purpose

Our sole purpose is to enhance and safeguard the health and wealth of families and communities across America. 

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Mission

Purpose

Mission

 Our mission is to reclaim the resources that have been drained from communities by big business and to restore access to affordable, quality health and wealth care. 

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About the Waypoint Family of Companies

We have spent over two decades building a dynamic, results-driven ecosystem within the health and wealth care industries. Driven by our vision, purpose and mission, our team combines deep industry expertise with a dynamic, forward-thinking approach. Our family of companies has evolved from a traditional financial services firm into a pioneering force at the intersection of health and wealth care. Through our innovative solutions, we are making a permanent, positive contribution to pharmacy and business owners, professionals, families, communities, and organizations.

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If you have any questions or want to set up a meeting to learn more about how the Waypoint family of companies can assist you, drop us a line!

The Waypoint Family of Companies

10570 Dorchester Rd., Summerville, SC 29485

843.873.4420

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The Waypoint Family of Companies

10570 Dorchester Rd., Summerville, SC 29485

843.873.4420

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