Wealth Point

Answer: WealthPoint's phone number is +16*********

Answer: WealthPoint's official website is https://wealthpointllc.net

Answer: WealthPoint's revenue is $1 Million to $5 Million

Answer: WealthPoint's SIC: 8742

Answer: WealthPoint's NAICS: 523940

Answer: WealthPoint has 11-50 employees

Answer: WealthPoint is in Financial Services

Answer: WealthPoint contact info: Phone number: +16********* Website: https://wealthpointllc.net

Answer: 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 somethings missing. Meanwhile, theres too much at stake with your wealth, your business and your relationships to risk faltering. Instinct tells you to pause the process. Thats 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 its about helping you get to instinctual clarity about how you would like your story to play out from here forward. Thats the story of your Lifes Work, whether its an operating entity or a body of wealth. Second, its about our firms 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 whats 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 theyve experienced elsewhere, and a decision-making process. Finally the sense of urgency thats in the room is tied to quantifiable results based on clarity around their own objectives. WealthPoint is brought to the table in two ways. Were often invited in directly by an entrepreneur or affluent family group. And just as frequently, were invited to the table by an existing inner circle advisor such as a CPA, attorney or wealth manager.

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