WealthPoint LLC Opens Phoenix Office to Provide Succession, Legacy, Insurance Planning
Published: July 16, 2010
Press Release: July 15, 2010
WealthPoint LLC, a provider of succession planning, legacy planning and life insurance planning to high wealth clients throughout the United States, today announced it has opened an office in Phoenix and has begun working with affluent families and middle-market, family-owned and controlled companies to provide comprehensive planning solutions.
The company opened the doors to its new office in May at 3131 E. Camelback Rd., Suite 330. The firm currently employs six, including Founder and Managing Director Ryan Barradas.
“What differentiates WealthPoint from other planning firms are not just the strategies, tactics or techniques we suggest, it’s the questions we ask,” said Barradas. “Even more important, we listen to the answers. We help our clients to identify clear objectives that act as the foundation and roadmap of each individual plan.”
The firm is one of only two Arizona based affiliates of M Financial Group, one of the nation’s leading financial services companies with a network of more than 125 member firms across the country. M Financial provides a broad range of financial products designed and priced specifically for affluent individuals, corporate executives, entrepreneurs, and Fortune 1000 companies.
Barradas has more than 15 years experience and background in business, finance and insurance. He is a nationally-recognized expert in family business, ownership and management succession planning, exit strategy planning, complex estate planning, and key employee retention. He is a sought-after speaker on these issues and has spoken to many groups including the World of Concrete, National Electrical Contractors Association, American Society of Concrete Contractors, and WIT (a plumbing distributor association). Barradas is a member of the Family Firm Institute (FFI), Central Arizona Estate Planning Council (CAEPC) and the Association for Advanced Life Underwriting (AALU).
“WealthPoint is committed to helping clients achieve clarity in their legacy and succession planning,” said Barradas. “We pride ourselves on asking thoughtful questions, listening intently to the answers, building consensus around comprehensive solutions and taking responsibility for their implementation and execution.”
About WealthPoint LLC
WealthPoint LLC is headquartered in Phoenix, Arizona and specializes in providing a holistic approach to succession, legacy and life insurance planning. WealthPoint serves affluent families and middle-market, family-owned and controlled companies throughout the United States. The company’s unique process combines thorough discovery, collaborative and flexible solutions, and an unbridled commitment to implementation and on-going support. WealthPoint is an Affiliate firm of M Financial Group, one of the nation’s premier financial services design and distribution companies, serving the ultra-affluent and corporate markets through an exclusive network of more than 125 of the nation’s most successful and innovative financial services firms. More information is available at www.wealthpoint.net.
