Mark Pletts

Co-Chairman & Managing Partner - Waypoint Capital Advisors

Mark Pletts is Co-Chairman & Managing Partner for Waypoint Capital Advisorss. On this page, you'll find the business email and phone number for Mark Pletts as unique insights such as do's and don'ts for engaging, and outreach tips based on both DiSC and Ocean personality profiles.

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Mark Pletts Phone Number

N/A

Mark Pletts Email Address

m***@***********************.com

Mark Pletts Office Address

600 Highway 169 S
Minneapolis, MN 55426

Mark Pletts Personality Insights

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Mark Pletts DISC Profile

DiSC is an assessment tool used to improve communication, sales outreach and negotiations. Winmo subscribers use this assessment to get specific information about [John Lewnard] to help determine the best way to interact and engage.

Mark Pletts OCEAN Profile

The OCEAN Profile is a general indicator of five (5) key universal personality dimensions. Winmo subscribers use this assessment to get specific information about Mark Pletts to help determine the best way to interact and engage.

Waypoint Capital Advisors

Were redefining the family office experience to solve the unique challenges affluent families face. Waypoint Capital Advisors (WCA) challenges the status-quo of the traditional family office by demystifying the confusion surrounding fees, planning, and trusted advisor coordination. We Believe All Fees Should Be Transparent. Fees should be black and white. What were paid and how were compensated is never hidden. For larger clients with more complexity, a flat fee not tied to assets under management (AUM) may be the answer. We believe flat fees are the future of the industry. Ask your advisor if they can calculate a flat fee for your relationship. If they cant, run! Just kidding, but really you should ask. We Dont Know Where The Markets Are Going. We Do Have An Answer. Nobel Laureates in Finance have indicated they cant predict the direction of the world capital markets. This may be news to you, but we cant either. We focus on the things we can control. We construct portfolios that work in good and bad markets, that clients understand, and are cost effective to implement. Helping affluent families think through their wealth in a different way is at the core of everything we do. No family dynamic is the same size or shape and were respectful of those distinctions financial and non-financial. We help our families execute their life plans, not just their financial plans.

Main Telephone

(612) 428-3306

Primary Address

600 Highway 169 S
Minneapolis, MN 55426

Fiscal Close

#Employees

Founded
2015

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