WealthPoint is headquartered in Phoenix, Arizona with offices in Denver, Los Angeles and Chicago. We specialize in providing a holistic approach to business and life insurance advisory services with a focus on succession, exit and wealth transfer planning. We serve affluent family groups and entrepreneurs from closely held companies throughout the U.S. Our unique Know your story® Process helps clients achieve better business results and navigate the issues they face surrounding complexity, uncertainty and collaboration.
Our Practice
Our industry specialized professionals can help you with:
- New Life Insurance Acquisitions
- Large/Jumbo Case Implementation
- Policies in Excess of $65 Million
- Life Insurance Review and Market Study
- Comprehensive Life Insurance Exit Analysis
- Premium Financed Life Insurance
- Life Settlements
- PartnersFinancial/NFP – Member Firm
- Private Placement Life Insurance (PPLI)
- Retirement Asset Maximization Plan (RAMP)
- Know your story.® Unique Process
- Succession and Exit Planning
- Family Business Succession
- Employee Stock Ownership Plan (ESOP)
- Insider Transaction
- Sale to Key People
- Wealth Transfer Planning
- M&A Preparation
- Value Maximization Strategies
- Proprietary Financial Modeling Tool - IV™
- Succession and Exit Planning
Executive Benefits
- Non-Qualified Deferred Compensation
- Supplemental Executive Retirement Plan (SERP)
- Phantom Stock Plans or Stock Appreciation Rights (SAR)
- Executive Compensation, Governance Consulting Services and Surveys
Our Values
WealthPoint is driven by the following core values.
Integrity
Always do the right thing, even when no one is watching
Transparency
Unspoken truths take up more space in relationships than spoken ones, so we are transparent in everything we do.
Others First
We put the interests of others and the Team before our own.
Caring
There are few things that we do in relationships that are more valuable than truly caring and being kind.
Philanthropic
We generously give to worthy causes and those less fortunate than ourselves.
Shared Purpose
We seek relationships infused with shared vision, mutual gratitude, respect and trust.
Inspirational
We inspire, empower and encourage others to reach common goals
Productive Conflict
We value alternative points of view and meet them with respect and trust
Give First
We understand that you must give to get… so we invest ourselves in every relationship
Balance
We believe in a sense of balance between family, work and self.
Sense of Humor
Take your work seriously…but don’t take yourself too seriously!
Fun
We seek fun in everything we do no matter how difficult the challenge.
Laugh Often
Life is too short not to recognize all the humor, joy and laughter that surrounds us!
Grateful
We recognize our blessings and understand that gratitude is the foundation for happiness.
Vulnerable
We are comfortable and embrace our own imperfections letting others see our true selves
Always Learning
We are life-long learners, constantly looking for ways to improve ourselves and others.
Competitive Spirit
We seek to be the absolute best in everything we do.
Collaborative
We understand our individual unique abilities, communicate effectively and truly value Teamwork.
Accountability
We hold ourselves and others accountable in order to maintain our mutual commitments
Humble
We check our own egos at the door in order to achieve great things together as a Team.
