News

The WealthPoint Team is Growing

November 16, 2021 – WealthPoint, LLC announced a few key operational hires to continue serving…

New Business Advisory Partner – Jeff Mayhall

October 18, 2021 – WealthPoint, LLC announced that Jeff Mayhall joined the firm as a…

Key Professionals Join the WealthPoint Team

May 1, 2021 - WealthPoint, LLC announced several key operational hires

Insurance Advisory Partner and New Business Strategy

February 1, 2021 - Phil Spalding joined the firm as a Partner and QLS Founder

Insurance Advisory Partner Joins the Denver Team

December 30, 2019 - WealthPoint, LLC announced that Ben Rainey joined the firm as an…

Insurance & Business Advisory Partner

July 1, 2019 - WealthPoint, LLC announced that Mark Winter CLU®, ChFC®, AEP® joined the…

New Client Advisor

June 10, 2019 - Wealthpoint has hired Aidan Elliott, CFP® as a Client Advisor in…

New Client Advisor

May 13, 2019 - Wealthpoint has hired Belinda Kraemer as a Client Advisor in their…

New Business Advisory Partner

April 24, 2019 - John Chionchio, its newest Business Advisory Partner in their Phoenix office...

New Business Advisory Partner

February 21, 2018 - Frank Caputo, its newest Business Advisory Partner in their Phoenix office.