-- Waypoint West, a new wealth advisory firm, will publicly launch in September 2025 to guide founders, creators, and families through the largest intergenerational wealth transfer in history. Over the next two decades, Baby Boomers and the Silent Generation are expected to pass down more than $84 trillion in assets. Millennials are projected to inherit up to $90 trillion, while Generation Z could accumulate $36 trillion by 2035, according to industry estimates.
Photo courtesy of Waypoint West.
Founded by siblings Haley and Brooks Schaffer—the third generation in a family of fiduciary advisors—Waypoint West was born out of firsthand experience at firms like BlackRock, ICONIQ Capital, and Alkeon Capital. After years advising some of the world’s most sophisticated institutions and families, the Schaffers identified a clear gap: individuals with complex financial lives were underserved by legacy institutions and oversimplified by digital platforms.
Wealth management is at an inflection point. Despite this historic wealth transfer, much of the industry remains stuck in the past: fragmented advice, outdated technology, and a misalignment between advisors and clients. It’s no surprise that 81% of next-generation high-net-worth individuals plan to change advisors when they inherit wealth.
Waypoint West was built to change that. The firm delivers a fully integrated approach that combines public and private market access, compensation guidance, tax and estate planning, values-aligned investing and philanthropy. With an AI-native infrastructure, clients gain improved visibility into their full wealth picture and actionable clarity on progress toward their goals.
“Too often, artificial silos go up in wealth management—between investment advice, tax strategy, and estate planning,” says co-founder Haley Schaffer. “We break down those walls and bring it all into one cohesive strategy, creating the kind of alignment between advisor and client that often doesn’t exist elsewhere.”
Waypoint West’s invitation-only model is designed for today’s wealth creators: navigating liquidity events, personal brand monetization, or multi-generational transitions. This generation seeks more than returns. They want alignment. With 87% of high-net-worth millennials prioritizing values-based investing, Waypoint West builds portfolios and philanthropic strategies that reflect what matters most.
“We’ve been intentional about building Waypoint West around the modern client and what they want,” adds co-founder Brooks Schaffer. “From AI-driven tools that offer full transparency, to sourcing differentiated private market opportunities, or aligning investments with our client’s values, our goal is to empower clients to be more intentional with their wealth and time.”
Waypoint West will formally launch in September 2025 and is now engaging with investors and families seeking an integrated, purpose-driven advisory experience designed for the modern client.
Contact Info:
Name: Waypoint West Team
Email: Send Email
Organization: Waypoint West
Website: http://www.wptwest.com
Release ID: 89167157
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