A complete list of active advisors currently associated with Elevation Point Wealth Partners, LLC

Warmer can help you find a great advisor at Elevation Point Wealth Partners, LLC or one who fits your needs even better.

Elevation Point Wealth Partners (EPWP) is an SEC-registered, multi-team investment adviser that provides discretionary and non‑discretionary portfolio management to individuals (including high‑net‑worth clients), retirement plans, trusts, estates, corporations and other business entities. Services described in the brochure include separately managed accounts, unified/managed account programs, plan‑level retirement services (including acting in certain ERISA fiduciary roles), and solicitor/co‑advisor arrangements. The firm operates model‑based strategies—notably the Elevation Point Managed Volatility Portfolios (seven risk‑targeted models) and multiple Elevation Point Summit portfolio families—using mutual funds, ETFs, ETNs and separately managed accounts with a mix of strategic and tactical allocation decisions. EPWP also leverages third‑party platforms and tools named in the brochure (Vestmark for platform/strategy access, Pontera for managing held‑away accounts, and Pinnacle for servicing variable annuities) and discloses that it may select affiliated Princeton Fund Advisors funds in some allocations. What distinguishes EPWP from many peers is its breadth of non‑investment relationships and insurance activity disclosed in the brochure: certain investment adviser representatives are licensed insurance agents and the firm has an affiliate, Elevation Point Insurance Solutions, that relates to the sale of fixed insurance products, and the firm states it serves insurance‑company clients. The brochure also details multiple referral and revenue‑sharing arrangements (for example with Woodbridge International, TPFG, Flourish Financial and Goldman Sachs) and the use of introduced/third‑party managers, all of which the firm discloses as potential conflicts of interest and which shape how some services are delivered.

To learn more about the advisors currently working at Elevation Point Wealth Partners, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.