WealthPoint was founded on the belief that all too often in planning, entrepreneurs and affluent family groups are asked to make big decisions lacking the raw material they need to make great decisions. We believe that both the client and their longstanding, inner-circle advisors can sense something’s missing. Meanwhile, there’s too much at stake with your wealth, your business and your relationships to risk faltering. Instinct tells you to pause the process.
That’s why we designed a model called Know your story®. It helps entrepreneurs and affluent family groups plan the same way they think.
Know your story works at three layers. First it’s about helping you get to instinctual clarity about how you would like your story to play out from here forward. That’s the story of your Life’s Work, whether it’s an operating entity or a body of wealth.
Second, it’s about our firm’s responsibility to Know the story of everyone at your planning table. We commit the time, respect and intellectual curiosity to hear the full story of all stakeholders prior to expecting or recommending any action.
Third, Know your story is about Mutual Transparency. If we expect full candor, you deserve to know what’s motivating our behavior – things like how our fee model works and what inherent conflicts of interest need to be disclosed. Mutual Transparency creates space for Mutual Ownership: a peer-to-peer model in which everyone owns the same objectives.
Our clients describe it as the difference between the planning processes they’ve experienced elsewhere, and a decision-making process. Finally the sense of urgency that’s in the room is tied to quantifiable results based on clarity around their own objectives.
WealthPoint is brought to the table in two ways. We’re often invited in directly by an entrepreneur or affluent family group. And just as frequently, we’re invited to the table by an existing inner circle advisor such as a CPA, attorney or wealth manager.
Company Details
- Employees
- 33
- Founded
- -
- Address
- 2398 East Camelback Road,
- Phone
- 602-958-0038
- in****@****int.net
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- wealthpoint.net
- Keywords
- Succession Planning, Insurance, entrepreneur, Family Business Planning, Continuity Planning, Business Exit Planning, Compensation Consultants, Family Business Consultants, Decision-Making Process, Wealthy, Ultra-Affluent.
- HQ
- Phoenix, Arizona
Wealthpoint, Llc Questions
Wealthpoint, Llc's helpline number is 602-958-0038
Wealthpoint, Llc's website is wealthpoint.net
Wealthpoint, Llc's LinkedIn profile is https://www.linkedin.com/company/wealthpoint-llc
Wealthpoint, Llc has
33 employees.
View email and phone details for 33
employees at Wealthpoint, Llc.
Wealthpoint, Llc's industry is
Financial Services
Wealthpoint, Llc's top competitors are
Golconda Partners,
Savvy Wealth,
Hightower Advisors,
Thompson Wealth Management,
Mfs Investment Management,
Key Wealth Management,
Georgia Tech Vip Program,
Apollon Wealth Management, Llc,
Mercer Advisors,
Spence Cassidy & Associates, Llc.
Wealthpoint, Llc's support email address is info@wealthpoint.net
Wealthpoint, Llc's categories are Financial Services
Wealthpoint, Llc's founding year is 2010
