Wayfinder capital

Are You Creating a Lasting Legacy?

At Wayfinder Capital, we believe in more than just managing wealth; we believe in enriching lives. As stewards of your financial well-being, we understand the weight of responsibility that comes with caring for your family, your legacy, and your future. Guided by compassion and driven by a commitment to your success, we stand as your partner in prosperity, helping you forge a path towards a brighter tomorrow.

stay informed

A black arrow pointing to the right on a white background.
Converting to a Roth IRA During Down Markets: A Strategic Move

Converting to a Roth IRA During Down Markets: A Strategic Move

Read more
The Discipline of Buying Dips: Lessons from Market History

The Discipline of Buying Dips: Lessons from Market History

Read more
Understanding 2025 Updates: RMDs and Inherited Accounts

Understanding 2025 Updates: RMDs and Inherited Accounts

Read more
Boost Your Savings with IRA & HSA Contributions Before Tax Day

Boost Your Savings with IRA & HSA Contributions Before Tax Day

Read more
Navigating College Finances: A Guide for Students & Parents

Navigating College Finances: A Guide for Students & Parents

Read more
Take Charge of Your Finances in Financial Wellness Month

Take Charge of Your Finances in Financial Wellness Month

Read more
End of the Year Tax Tips: Get Ahead with Wayfinder Capital, LLC

End of the Year Tax Tips: Get Ahead with Wayfinder Capital, LLC

Read more
How Markets React to Federal Reserve Rate Drops: A Historical Perspective

How Markets React to Federal Reserve Rate Drops: A Historical Perspective

Read more
Maximizing Tax Savings When Paying for College

Maximizing Tax Savings When Paying for College

Read more
View more

Personalized Financial Planning for Every Stage of Life

Feeling overwhelmed by your finances? Wondering if you have the right guidance? At Wayfinder Capital, we get it. We're here to ease your worries and provide the support you need. Worried about market ups and downs? Our experts craft personalized investment plans that fit your comfort level, so you can feel secure. Concerned about your long-term financial security? We'll work with you to build a solid plan that protects and grows your wealth. Not sure about your legacy? We'll help you plan for the future, ensuring your loved ones are taken care of. With Wayfinder Capital, you're not alone in your financial journey. Let's navigate it together.

An older woman wearing glasses and a purple shirt is sitting next to a lamp.
Learn more
Two black arrows pointing in opposite directions on a white background.

This is a paragraph. Writing in paragraphs lets visitors find what they are looking for quickly and easily.

This is a paragraph. Writing in paragraphs lets visitors find what they are looking for quickly and easily.

Learn more
Two black arrows pointing in opposite directions on a white background.

Helping you build a solid financial roadmap tailored to your investments, so you can achieve your goals with confidence.

Financial planning

Create a legacy plan that protects your assets and ensures your loved ones are taken care of, no matter what the future holds.

Generational Wealth Management

investment management

Guiding you through market volatility and effectively managing risks to safeguard and grow your financial future.

tax

planning

Ensuring your financial plan is designed to last, so you can live the life you've always dreamed of without worrying about running out of money.

A close up of purple flowers with green leaves on a dark background.

Your Journey, Your Way

Imagine having a trusted partner by your side, someone who truly understands your goals and values. That's what we strive to be. Our commitment to transparency and integrity means you can trust us to guide you through every step of your financial journey. From crafting a personalized plan to navigating market volatility and safeguarding your legacy, we're here to help you achieve your dreams with confidence. Working with us means more than just financial advice; it means gaining a sense of security and peace of mind, knowing that your future is in capable hands.

Dreaming of retiring comfortably, but not sure how to get there?

Invest in Your Future

There's a path to peace of mind, and it begins with a conversation. Contact us today to schedule your complimentary consultation and take the first step towards a brighter financial future.

Contact Us

Are you getting the most out of your investments?

Your future awaits, and we're here to help you make it a reality. Let us be your guide, your advocate, and your partner in prosperity. Together, we'll navigate the way towards a brighter tomorrow—one step at a time.

Contact Us

A close up of a rock covered in moss and lichen.

Get started with a free assessment.

GENERAL DISCLOSURES

Wayfinder Capital is a marketing name used when offering advisory services through Sowell Management, a registered investment adviser. Advisory Services offered through Sowell Management, a Registered Investment Advisor. Sowell Management is an investment adviser, registered with the Securities and Exchange Commission; being registered with the SEC does not imply a certain level of skill or training.

This site has been designed for information purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security which may be referenced upon the site. Such offers can only be made where lawful under applicable law. Wayfinder Capital and Sowell Management do not intend to provide investment advice through this site and does not represent that the securities or services discussed are suitable for any investor. Investors are advised not to rely on any information contained in the site in the process of making a fully informed investment decision. Wayfinder Capital and Sowell Management does not, and this site does not intend to render tax or legal advice. Certain portions of this website (i.e. newsletters, articles, commentaries, etc.) may contain a discussion of and/or provide access to Wayfinder Capital and Sowell Management (and those other investment and non-investment professionals) positions and/or recommendations of a specific prior date. Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendation(s).

At certain places on our website, we offer direct access or 'links' to other internet websites. These sites contain information that has been created, published, maintained or otherwise posted by institutions or organizations independent of Wayfinder Capital and Sowell Management. Wayfinder Capital and Sowell Management does not endorse, approve, certify or control these websites and does not assume responsibility for the accuracy, completeness or timeliness of the information located there. Visitors to theses websites should not use or rely on the information contained therein until consulting with an independent finance professional. Wayfinder Capital and Sowell Management does not necessarily endorse or recommend any commercial product or service described at these websites.


View all Compliance Documents >