WealthPoint is headquartered in Phoenix, Arizona with offices in Denver, Los Angeles and Chicago. We specialize in providing a holistic approach to business and life insurance advisory services with a focus on succession, exit and wealth transfer planning. We serve affluent family groups and entrepreneurs from closely held companies throughout the U.S. Our unique Know your story®️ Process helps clients achieve better business results and navigate the issues they face surrounding complexity, uncertainty and collaboration.
Our Practice
Our industry specialized professionals can help you with:
- New Life Insurance Acquisitions
- Large/Jumbo Case Implementation
- Policies in Excess of $65 Million
- Life Insurance Review and Market Study
- Comprehensive Life Insurance Exit Analysis
- Premium Financed Life Insurance
- Life Settlements
- PartnersFinancial/NFP – Member Firm
- Private Placement Life Insurance (PPLI)
- Retirement Asset Maximization Plan (RAMP)
- Know your story.® Unique Process
- Succession and Exit Planning
- Family Business Succession
- Employee Stock Ownership Plan (ESOP)
- Insider Transaction
- Sale to Key People
- Wealth Transfer Planning
- M&A Preparation
- Value Maximization Strategies
- Proprietary Financial Modeling Tool - IV™
- Succession and Exit Planning
Executive Benefits
- Non-Qualified Deferred Compensation
- Supplemental Executive Retirement Plan (SERP)
- Phantom Stock Plans or Stock Appreciation Rights (SAR)
- Executive Compensation, Governance Consulting Services and Surveys
Our Values
WealthPoint is driven by the following core values.
INTEGRITY
TRANSPARENCY
OTHERS FIRST
CARING
PHILANTHROPIC
SHARED PURPOSE
INSPIRATIONAL
PRODUCTIVE CONFLICT
GIVE FIRST
BALANCE
SENSE OF HUMOR
FUN
LAUGH OFTEN
GRATEFUL
VULNERABLE
