Waypoint Benefits & Financial Services

About Us

At Waypoint Benefits & Financial Services (WBFS), we believe that successful and meaningful partnerships are built on understanding. Before offering our expertise, we take the time to listen—to truly understand your needs, goals, and challenges. This approach ensures our teams deliver best-in-class service and solutions uniquely crafted for each client.

We offer a complete portfolio of industry-leading services in group benefits and retirement consulting, third-party administration (TPA), wealth management, personal and corporate insurance, and financial and estate planning. For over four decades, our commitment has remained the same: to provide thoughtful, integrated solutions that help our clients thrive.