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Business Planning
Retirement Planning
Financial Planning
Longevity Planning
Estate, Charitable Giving, and Trust
Who We Serve
Families and Individuals
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Women Investors
Sudden Wealth
Families and Individuals
Business Owners
Women Investors
Sudden Wealth
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Fresno Office

5200 N. Palm Avenue

Suite 301

Fresno, CA 93704

559-475-9322

Monterey Office

200 Camino Aguajito

Suite 300

Monterey, CA 93940

831-324-4997

Securities offered through Peak Brokerage Services, member FINRA/SIPC. Investment advice offered through Capital Waypoint as a DBA of Ascentis Independent Advisors (AIA). AIA is a registered investment adviser with the U.S. Securities and Exchange Commission. Registration as an investment adviser does not imply a certain level of skill or training. Communication from an adviser may provide insight for determination of Advisor retention. Peak and Capital Waypoint/AIA are not affiliates.

Capital Waypoint may provide services only in states in which it is registered and/or exempt.

Ascentis Disclosures

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Peak Privacy Policy

Tax / Legal: Capital Waypoint and its financial professionals do not provide tax or legal advice. Information regarding tax or legal considerations is provided for general informational and financial-planning purposes only. Clients should consult with a qualified tax professional or attorney regarding their individual circumstances.

Investment Risk: Investing involves risk, including the possible loss of principal. No investment strategy can guarantee a profit or protect against loss in all market environments. Past performance does not guarantee future results.

Financial Planning: Financial planning and investment strategies are based on each client's individual circumstances, objectives, risk tolerance, time horizon and other relevant factors. Financial planning does not guarantee that a client's financial goals or objectives will be achieved.

Estate-Planning: Estate-planning information provided on this website is for general informational purposes only and is not intended as legal or tax advice. Capital Waypoint and its financial professionals do not prepare legal documents or determine whether an estate-planning document is legally valid or enforceable. Clients should consult with a qualified attorney and tax professional regarding their individual estate-planning needs.

Third-Party Links: Links to third-party websites are provided for convenience and informational purposes only. Capital Waypoint, Peak Brokerage LLC, and Ascentis Independent Advisors do not control and are not responsible for the content, accuracy, or security of unaffiliated third-party websites. The inclusion of a link does not necessarily constitute an endorsement.

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