About WealthPoint

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 Management
    • 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)
  • 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™

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.

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INTEGRITY

TRANSPARENCY

OTHERS FIRST

CARING

PHILANTHROPIC

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SHARED PURPOSE

INSPIRATIONAL

PRODUCTIVE CONFLICT

GIVE FIRST

BALANCE

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SENSE OF HUMOR

FUN

LAUGH OFTEN

GRATEFUL

VULNERABLE

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ALWAYS LEARNING

COMPETITIVE SPIRIT

COLLABORATIVE

ACCOUNTABILITY

HUMBLE

Ask your burning questions in a confidential, unbiased forum.

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