New Business Advisory Partner
PHOENIX, October 18, 2021 – WealthPoint, LLC announced that Jeff Mayhall joined the firm as a Business Advisory Services (BAS) Partner in the firm’s Phoenix office. “We are excited to have Jeff on the team to continue to grow our client base,” said WealthPoint’s Managing Partner, Tim Young. “Jeff joins WealthPoint from Corpus Management where he served business owners with a wide range of services. His background, character and expertise are unequaled and he’s a great addition to our team.”
Jeff Mayhall joins Tim Young, Frank Caputo and John Chionchio as BAS Partners in the Phoenix office. “I’m really excited to join WealthPoint’s team as a BAS Partner in the Phoenix marketplace. There’s already an incredible team of professionals and a holistic planning process that aligns with my core beliefs when it comes to serving clients. Their process and technical capabilities are second to none. WealthPoint’s approach provides a greater capacity to deliver an expanded array of tailored solutions that will meet the goals of my clients. When I met Tim Young several years ago, I always knew I wanted to have the opportunity to join WealthPoint,” said Jeff Mayhall.
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 Know your story® Unique Process helps their clients to achieve better business and navigates the issues client’s face surrounding complexity, uncertainty and collaboration. Additional information can be found at www.wealthpoint.net.