Insurance Advisory Partner and New Business Strategy
PHOENIX, July 1, 2019 – WealthPoint, LLC announced that Mark Winter CLU®, ChFC®, AEP® joined the firm as a Partner which also marked the opening of their first office in the greater Los Angeles area. “With significant growth over the past three years, WealthPoint is strategically adding new offices in major metropolitan areas. Bringing Mark on board has allowed WealthPoint to expand our unique services to the L.A. area,” said WealthPoint’s Managing Partner, Ryan Barradas. “Mark comes to WealthPoint from Executive Benefit Alliance where he served as the Founder and President for over 30 years. His background, relationships and expertise are unrivaled and he’s a great addition to our team.”
Mark Winter will be operating out of the office in Westlake Village with two other WealthPoint team members. “I’m honored to lead WealthPoint’s Business and Insurance Advisory Services in the Los Angeles marketplace and excited to join a firm that has the staff, resources and processes in place to allow me to best service my affluent clientele. WealthPoint’s approach provides a greater capacity to deliver an expanded array of tailored solutions that will meet the goals of my clients. When we met with Managing Partners Ryan Barradas and Tim Young, we knew we wanted to become part of the WealthPoint family,” said Mark Winter.
WealthPoint is actively seeking a Client Advisor to work hand-in-hand with Mark Winter in the L.A. marketplace. “This will be an incredibly unique opportunity to work with a nationally recognized firm and a seasoned veteran who has the utmost respect of his client and advisor relationships.” says Barradas. “For the right individual, this could be a springboard into being the future leader of the L.A. office for WealthPoint.”
WealthPoint is headquartered in Phoenix, Arizona with offices in Denver, San Diego, and Los Angeles. They specialize in providing a holistic approach to business and life insurance advisory services with a focus on succession, exit and wealth transfer planning. WealthPoint serves affluent family groups and entrepreneurs from closely held companies throughout the U.S. The company’s unique process, Know your story® helps their clients to achieve better business and personal outcomes faster, safer and easier. Additional information can be found at www.wealthpoint.net.