WealthPoint, LLC Employee Directory
Financial ServicesArizona, United States11-50 Employees
WealthPoint, LLC is a Phoenix-based financial services firm that provides advisory services to entrepreneurs and affluent family groups. It employs a framework called Know your story to guide planning, structured around three layers: achieving instinctual clarity about how clients want their Life’s Work to unfold, understanding the full story of everyone at the planning table, and ensuring Mutual Transparency about fees and conflicts to support shared objectives. Clients can engage WealthPoint directly or be invited to the table by an existing inner-circle advisor, such as a CPA, attorney, or wealth manager. Within the financial services landscape, the firm concentrates on succession, exit, and wealth transfer planning for entrepreneurial families and affluent clients. Recent leadership appointments in investments and in insurance and lending reflect ongoing expansion of its advisory capabilities.
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