James R. Schaffer Jr. AIF® CRPC®

Additional Honors and Awards - The Resource Group®* - Lifetime Member: 1999-PresentChairman's Council* - Lincoln Financial Advisors: 2002-PresentPremier Partners®** - Lincoln Financial Advisors: 2007-PresentCleveland Five Star Wealth Advisor***: 2013-PresentCrain’s Notable Wealth Managers****: 2021 For more information about these honors and awards, go to http://waypointpt.com/menu/our-team* The Resource Group® and Chairman's Council are by an invitation only, nationwide network of the top… Show more The Resource Group®* - Lifetime Member: 1999-PresentChairman's Council* - Lincoln Financial Advisors: 2002-PresentPremier Partners®** - Lincoln Financial Advisors: 2007-PresentCleveland Five Star Wealth Advisor***: 2013-PresentCrain’s Notable Wealth Managers****: 2021 For more information about these honors and awards, go to http://waypointpt.com/menu/our-team* The Resource Group® and Chairman's Council are by an invitation only, nationwide network of the top 200 planners within Lincoln Financial Advisors.** Lincoln's Premier Partners® Program is an internal designation based in part on assets under management, sales and compliance criteria within Lincoln Financial Advisors.***The Five Star Wealth Manager Award is independently produced by Five Star Professional (FSP) and is based on data from financial advisors, regulatory disclosures, and FSP research. We were independently nominated for the award. Neither the advisors nor their parent firm pay a fee to FSP for the nomination or receipt of the award. The award was independently granted and membership in an organization was not required Working with a Five Star Wealth Manager is no guarantee of investment success.****The Crain’s Notable Wealth Managers 2021 Award is independently produced by Cleveland Crain’s Magazine and is based on recognition of individuals who stand out in the field of the wealth management community in Northeast Ohio who are helping clients achieve their goals in an often-shifting economic and regulatory landscape. Jim was independently nominated for the award. Neither the advisors nor their parent firm pay a fee to Cleveland Crain’s for the nomination or receipt of the award. The award was independently granted and membership in an organization was not required. Working with a Crain’s Notable Wealth Manager Award recipient is no guarantee of investment success. Show less