Your Partner in Wealth Management

At Way Financial, we are Your Trusted Partners in Financial Success. We believe that effective financial stewardship is more than just managing money—it’s about nurturing your entire financial ecosystem. Our mission is to simplify complex financial concepts, organize your financial life for clarity and efficiency, and multiply your wealth through smart, strategic planning. We are an independent, client-focused advisory firm dedicated to inspiring, educating, and empowering you to build true wealth and align your finances with your aspirations.

Our Approach: Tailored Financial Solutions

Our team of expert Financial Advisors, led by CEO Joseph Laswell, combines decades of experience with a passion for personalized wealth management. Every member of the Way Financial team has been handpicked for their unique expertise and commitment to client success. Our philosophy is rooted in the belief that true financial success encompasses all aspects of your life. We bring together:

• Proven experience in wealth management
• In-depth knowledge of holistic financial planning
• A dedication to understanding your individual needs and aspirations

We also embrace a Multi-Family Office approach for effective estate planning and comprehensive wealth management, ensuring a dedicated team of professionals works in concert to serve your objectives.

The Way Financial Difference

When you choose Way Financial, you experience a distinctive approach designed to put your interests first:

1. Personalized Strategies: We craft individualized financial plans that align with your unique goals and risk tolerance.
2. Holistic Wealth Management: Our advisors consider every facet of your financial life, from investments to estate planning.
3. Transparent Communication: We believe in keeping you informed and educated about your financial position at all times.
4. Cutting-Edge Tools: We utilize the latest financial planning technologies to optimize your wealth management strategy.
5. Client-First Mentality: As a professional fiduciary, we are committed to educating and empowering you, shopping around to help you find solutions that best fit your goals.

Your Financial Journey: Navigating Life’s Waypoints

At Way Financial, we are your guide for every stage of your financial journey. We understand that financial needs evolve over a lifetime, and we are here to support you through each phase:

• The Build Waypoint (0–25yo): Foundation for Future Wealth. This stage is about laying the groundwork for financial success. It’s where your journey of building true wealth begins.
• The Navigation Waypoint (30–49yo): Steering Towards Financial Goals. Here, you actively steer your finances towards your destination. We guide your wealth safely as you strategically plan.
• The Guardian Waypoint (50–62yo): Safeguarding Hard-Earned Wealth. This waypoint centers on protecting and preserving your accumulated wealth. It ensures peace of mind as you approach retirement.
• The Legacy Waypoint (65+yo): Ensuring a Lasting Legacy. You’ve arrived at your financial destination and are enjoying life. Now, it’s about crafting a lasting legacy for future generations.

Our comprehensive services, which include Estate Planning, Life Insurance Planning, Advanced Tax Planning, and Investment Management & Retirement Income Planning, are designed to streamline your financial planning process and support you across these Waypoints.

Join the Way Financial Family

Experience the difference of working with a financial advisory firm that truly puts your interests first. We invite you to schedule a complimentary consultation with one of our expert Financial Advisors to discover how we can help you achieve your financial dreams.

Just as a skilled architect designs a blueprint that evolves with a building from its foundation to its final touches, Way Financial works with you to design a financial plan that supports you from the beginning of your wealth-building journey to the lasting legacy you wish to create.