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.