WealthPoint Announces Strategic Partnership with Clary Executive Benefits

PHOENIX, December 20, 2013 – WealthPoint, a leading provider of succession, exit and wealth transfer planning to entrepreneurial family groups and affluent clients throughout the U.S., announced today they have formed a Strategic Partnership with Clary Executive Benefits to assist with the firm’s existing succession and exit planning clients. WealthPoint will also be offering this enhanced capability to its professional advisor network. “This will uniquely position WealthPoint to provide services to the mid-market executive compensation and benefits markets which are currently underserved,” said WealthPoint’s Managing Partner, Ryan Barradas. “Jim’s background, relationships, experience and expertise are unrivaled.”

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WealthPoint Announces Strategic Partnership with Clary Executive Benefit