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  • Fresno Office
    5200 N Palm Ave, Suite 301 Fresno, CA 93704 O: 559.475.9322
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    200 Camino Aguajito, Suite 300 Monterey, CA 93940 O: 831.324.4877
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Grow your entrepreneurial portfolio
How to find a new business venture.
Business Ownership
Cash balance plans: A game-changer for high-income business owners
How you can boost retirement savings and slash your tax liability.
Business Ownership
Read
Read
Life insurance as a business tool
How you can use a policy for executive benefits and succession planning.
Business Ownership
Key person insurance protects your business from a difficult loss
Key person insurance can protect revenues and bolster employee retention.
Business Ownership
Embracing sustainability may benefit business
Explore tips for going green in the workplace.
Business Ownership
Read
Four ways to teach your kids about business

Set them up for professional – and personal – success. 

Business Ownership
Read
Enhance your corporate giving strategy with a donor advised fund
Consider the benefits of an uncomplicated, tax-savvy way to give back.
Business Ownership
Read
The good business of saving for someone else's retirement
As a growing number of state-facilitated retirement plans are implemented across the country, offering more robust employee benefits could benefit your business’s bottom line.
Business Ownership
Is your business a solo show? Learn about owner-only 401(k) plans
How to determine if this retirement vehicle makes sense for you.
Business Ownership
Offer your employees a competitive benefits package
How to reevaluate your benefits offering – and maybe even improve it.
Business Ownership
Exit interviews: Uncover opportunities for organizational improvement
Turning feedback into action will increase loyalty.
Business Ownership

Are you ready? Let’s uncover the possibility of working together.

Capital WaypointCapital Waypoint
  • Fresno Office: 5200 N Palm Ave, Suite 301 Fresno, CA 93704
  • O: 559.475.9322
  • Map & Directions
  • Map & Directions
  • Monterey Office: 200 Camino Aguajito, Suite 300 Monterey, CA 93940
  • O: 831.324.4877
  • Map & Directions
  • Map & Directions

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

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Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Capital Waypoint is not a registered broker/dealer and is independent of Raymond James Financial Services.

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