Waypoint West Founders Launch AI-Driven Wealth Firm San Francisco

The wealth management and financial planning industries are undergoing significant transformation to meet the needs of a new generation of clients who value personalized, tech-forward advice aligned with their values and life goals. Waypoint West, founded by Haley and Brooks Schaffer, exemplifies this shift by offering institutional-grade portfolio management previously reserved for billionaires and institutions to modern founders and families. Century Oak Private Wealth emphasizes personalized stewardship focused on risk management, estate planning, and a dynamic investment philosophy to build long-term confidence and impact for clients. Experts stress that building wealth requires redefining what wealth means personally, increasing earning ability through career skill development or entrepreneurship, and approaching wealth with wisdom and patience rather than chasing quick gains. The principles of protecting capital, maintaining integrity, and using money strategically are highlighted as essential for lasting wealth. Additionally, understanding one’s income generation model—whether employee, self-employed, business owner, or investor—helps frame strategic wealth building.