Delivering Guidance and Security with professionalism and punctuality
Secure. Simplify. Scale
At Waypoint Tech Advisors, we help law firms, accounting practices, healthcare providers, and other professional service firms navigate the complex world of technology and compliance. Whether you need a trusted cybersecurity partner or a seasoned Fractional CTO, we provide the strategic guidance and technical expertise to protect your business and power your growth.
Your Trusted Technology Partner
Waypoint Tech Advisors was founded with one mission: to empower small businesses in regulated industries with enterprise-grade technology leadership and cybersecurity. We understand the unique challenges faced by professionals in law, finance, and healthcare—where compliance, confidentiality, and continuity are non-negotiable.
With decades of experience in IT strategy, risk management, and regulatory compliance, we act as an extension of your team—bringing clarity, confidence, and control to your technology decisions.
Industries We Serve
We specialize in supporting small businesses in highly regulated sectors
Law Firms
Secure client data, streamline case management, and meet ABA cybersecurity guidelines.
Accounting & Financial Services
Ensure compliance with IRS, FINRA, and GLBA regulations
Healthcare Providers
Achieve HIPAA compliance and protect patient data with confidence
And... any other small business
While we specialize in supporting professional service firms in regulated industries—like law, accounting, and healthcare—we proudly work with any small business that values security, strategy, and simplicity.
Whether you're a local design agency, a growing nonprofit, or a family-owned business looking to modernize your IT, we bring the same level of care, clarity, and commitment to every engagement.
If you’re ready to take control of your technology, we’re ready to help.
Founded with purpose. Built on trust. Focused on you.
Waypoint Tech Advisors was founded five years ago with a simple but powerful mission: to bring enterprise-level technology leadership and cybersecurity to small businesses that need it most. From the beginning, we’ve focused on serving our local community with integrity, accountability, and a commitment to extraordinary service.
We understand that in industries like law, accounting, and healthcare, trust is everything. That’s why we don’t just deliver solutions—we build relationships. Our team takes pride in being responsive, reliable, and relentlessly focused on your success.
Whether we’re helping you navigate compliance, secure your Microsoft 365 environment, or plan your next phase of growth, we bring the same level of care and clarity to every engagement.
Local roots. National reach. Always personal.
FAQ
At Waypoint Tech Advisors, we believe in transparency, clarity, and making technology approachable. Whether you're exploring our services for the first time or preparing to engage with us, these FAQs are here to help you understand how we work, what to expect, and how we support your business every step of the way.
What kind of businesses do you work with?
We specialize in supporting small to mid-sized businesses in regulated industries—such as law firms, accounting practices, and healthcare providers—where compliance, data protection, and strategic IT planning are essential.
Where are you based? Do you work with clients remotely?
We’re based in Southern California, but we work with clients across the U.S. Our services are fully remote, using secure cloud-based tools to collaborate and communicate efficiently.
How do you manage projects and track progress?
We use Microsoft Planner to organize and track all project tasks, timelines, and deliverables. You’ll have visibility into every step of the engagement, with clear milestones and status updates.
How do we communicate during the engagement?
All communication is handled through Microsoft Teams—either via a dedicated Teams channel or direct chat messages. This keeps everything centralized, secure, and easy to reference.
Do you offer one-time projects or only ongoing support?
We offer both. Whether you need a one-time assessment and roadmap or ongoing strategic guidance, we tailor our services to your needs and budget.
Is my business too small for your services?
Not at all. We’re built to serve small businesses that need enterprise-grade expertise without the enterprise overhead. If you’re serious about security, compliance, and smart IT planning, we’re here to help—no matter your size.
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