We don't have any events on the schedule right now, but if you drop your information below, you'll be the first to know when our next session is on the books.

Thank you for your interest. We look forward to connecting with you!

Stay In The Know

Get insights, news, and resources designed to help you grow and steward your wealth.

Keep Learning

Want to expand your expertise? We’ve picked a few insight-rich posts to help you grow your wealth and amplify your impact.

Watch

WP90X Recap – ESOPs: A Different Way of Selling to a Third Party

An innovative strategy to help you better serve clients facing income and estate tax challenges

Read More →
Read

Why Most Phantom Equity Plans Miss the Mark (and How to Get It Right)

We design phantom equity strategies that mimic true ownership and connect to the real drivers…

Read More →
Watch

WP90X Recap — Phantom Stock Plans: Designing Effective Incentive Strategies for Private Companies

Our latest WP90X session featured WealthPoint’s own Ryan Barradas and Michael Kenneth along with David…

Read More →