Waypoint Wealth Management

08/25/2026

Thinking about retirement?

A 30-minute informational meeting with Kyle Bateman, CFP®, can help you understand your current situation and think through what comes next.

There’s no cost and no obligation — just a conversation about where you are today and what questions you’d like to work through.

Based in Shrewsbury, MA. Serving Worcester County and Central Massachusetts.

Call or text 774-512-2015 or visit www.waypointwealhtmgmt.net/consultation to schedule online.

08/19/2026

Investments, financial planning, and insurance — coordinated as part of one approach.

Kyle Bateman, CFP®, works with individuals and families in Worcester County who want guidance from a CFP® professional who knows their name and their situation.

If you’d like to learn more about how Waypoint Wealth Management approaches planning, schedule a 30-minute informational conversation. There’s no cost and no obligation.

Call or text 774-512-2015 or visit www.waypointwealthmgmt.net/consultation to schedule online.

08/17/2026

A CFP® professional based in Shrewsbury, MA, serving Worcester County and Central Massachusetts.

Kyle Bateman, CFP®, is available to meet with individuals and families in the area for an informational conversation about their financial situation. No cost, no obligation — just a chance to talk with a local CFP® professional.

543 Main Street, Shrewsbury, MA

Call or text 774-512-2015 or visit www.waypointwealthmgmt.net/consultation to schedule online.

08/10/2026

A lot of people put off talking to an advisor because they don't know what to expect. This is roughly how the first conversation goes at my office in Shrewsbury.

It's an introduction, not a commitment. No cost, and nothing you need to prepare beforehand.

If you'd like to learn more, give me a call or text at 774-512-2015, or take a look at waypointwealthmgmt.net.

08/06/2026

Waypoint Wealth Management is a financial planning practice on Main Street in Shrewsbury. Kyle Bateman, CFP®, works with individuals and families across Worcester County, addressing retirement planning, investment accounts, and the questions that come up in between.

We're easy to find: 543 Main Street, right in the center of town.

Call or Text: 774-512-2015 or visit waypointwealthmgmt.net.

05/06/2026

Do you know how to avoid internet fraud? Janet does. Learn how to keep yourself safe from data thieves of all kinds.

Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.

05/04/2026

There are billions in unclaimed dollars in the US. Is some of that yours?

Here’s a quick guide to checking to see if you have unclaimed money.

05/01/2026

Some simple, inexpensive energy-saving tips that may help you save money.

04/29/2026

Support a healthy relationship around money and learn strategies for managing your finances effectively as a couple.

Be sure that you agree on how to go about combining your finances as a couple before discussing how you'll handle expenses.

01/18/2023

Medicare and Medicaid are two terms that seem interchangeable, but aren’t. Learn more here:

The terms Medicare and Medicaid sound similar but are two very different things. Learn the differences in this informative article.