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Testimonial – DP Electric

DP Electric, Inc.

Dan Puente, Founder/President, and Danielle Puente, CFO, of DP Electric, Inc. located in Phoenix, Arizona, engaged WealthPoint to help them navigate the succession plan for the business. Our team helped DP Electric implement on an Employee Stock Ownership Plan (ESOP) allowing Dan to monetize his business and define the succession for the next generation of owners. We also helped with evaluating various estate planning strategies and utilized our financial modeling capabilities to ensure the Puente family made the best decision for their business. Watch the video to learn more about their story.

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