Transforming Health and Wealth in Communities Across America
At Waypoint, we believe in reclaiming resources for local communities, empowering individuals and organizations through financial, healthcare, and strategic support. Our family of services is built to meet the needs of pharmacy owners, investors, associations, and professionals navigating transitions. Whether you're looking to protect your business, plan for the future, or strengthen your organization’s impact, there’s a Waypoint solution designed for you.
Explore our affiliated platforms below and discover how we’re helping build a more sustainable, people-first future—one relationship at a time.
WaypointRx
Solutions for Independent Pharmacy Owners
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.
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Waypoint Strategic Advisors
Data-Driven Financial Planning for Individuals and Families
Our advisors use evidence-based, mathematically sound investment strategies to help clients manage risk, build wealth, and move toward long-term financial security. Whether you're preparing for retirement, restructuring your portfolio, or working toward specific life goals, we provide clarity and peace of mind in every financial decision.
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Association Benefits Plans
Customized Financial Benefits That Strengthen Associations
We help professional and trade associations attract, retain, and support members through custom-designed benefit programs. These include group insurance, retirement solutions, cost-saving discounts, and more—all structured to increase engagement, boost non-dues revenue, and enhance the association’s value in its industry.
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PlannedGivingRx
Long-Term Financial Stability for Mission-Driven Associations
PlannedGivingRx enables associations to create future funding through strategic planned giving initiatives. Our programs are designed to ensure 100% of every donated dollar supports your mission. Through education, strategy, and implementation, we build legacy giving models that sustain organizational impact for generations.
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Pharmacist Financial
Supporting Pharmacy Professionals Through Career Change
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.
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