Waypoint Wealth Group

Why Waypoint?

A waypoint on a map indicates a specific point at which the path changes. It’s a place to pause to rest or alter course.

As wealth advisors, we are there for you at every waypoint, helping you choose an appropriate route to reach your destination.

In a similar way, we are at a waypoint in our own journeys, and the road ahead is clear and exciting.

The path so far

Our journey began in 1990, when Richard Hanzlik, our founding partner started his career as a wealth advisor and created Hanzlik Financial in affiliation with First State Bank and Trust. By uniting with a well-established financial institution, he was able to provide a full array of financial services to the St. Croix Valley and surrounding areas.

Then, after 20 years of growth, he added Kyle Heller to his team. The pair were located in various First State Bank and Trust locations before establishing themselves out of the Bayport branch. Together, they developed a solid reputation for helping individuals and businesses work toward achieving financial security and independence.

The way forward

In 2019, Rich and Kyle determined that to better support growth within their business, begin succession planning, and continue offering servicing excellence, they needed to be part of a bigger team.

Now, the advisor group Hanzlik Financial has aligned with a larger entity known as Waypoint Wealth Group. As part of Waypoint, Rich and Kyle are joining two additional established advisors and have added Trevor Malone to their team.

Additionally, they have fantastic support from their administrative staff—Haley Shea, Denise LaFontaine, and Rebecca Fohrenkamm.

As a team, we have had the pleasure of helping hundreds of clients with clear and simple financial guidance for complex situations, from Andersen Corporation employees and retirees, First State Bank and Trust clients, and small business owners to friends, families, and acquaintances of existing clients.

Waypoint Wealth Group gives you access to a wide range of financial and insurance products, including:

• Wealth accumulation and distribution strategies (brokerage, mutual funds, annuities, and investment advisory accounts)
• College funding savings strategies (529 plans, Coverdells, and UTMA/UGMAs)
• Protection strategies (life insurance, disability insurance, and long-term care insurance)
• Retirement plans (401(k)s, SEPs, and IRAs)
• Business strategies (key person, executive benefits, valuations, succession strategies)

Whether you’re looking to protect yourself, your family, or your business, we are able to provide solutions.

For more information and a full list of our services, visit waypointwealthgroup.com or call Kyle Heller, Trevor Malone, or Richard Hanzlik at 651.351.3776.