New Braunfels, TX Office

Elevation Point Wealth Partners provides discretionary and non-discretionary investment advisory services to individuals (including high‑net‑worth clients), retirement plans, trusts and other institutional clients. The firm delivers portfolio management across separately managed accounts, model portfolios, co‑advisory and solicitor programs, plus retirement‑plan consulting and reporting services.

The firm structures portfolios through its Elevation Point Managed Volatility and Summit model series, blending strategic and tactical asset allocation across mutual funds, ETFs, separately managed accounts and third‑party models; it may also use affiliated mutual funds advised by Princeton Fund Advisors. EPWP makes alternatives available via an Alt:62 platform, offers technology‑enabled services for “held‑away” accounts, and discloses preferred‑provider arrangements (including a stated target of approximately 33% of dedicated third‑party fixed‑income model assets to certain GSAM strategies) that can affect manager selection.

Noteworthy distinctions include insurance‑related activities: an affiliated insurance entity (Elevation Point Insurance Solutions), licensed representatives who may sell commission‑based fixed insurance products and use of the Pinnacle servicing platform, with disclosures of override and agency‑level compensation. The firm also discloses multiple revenue‑sharing and referral arrangements (for example with GSAM, Flourish, Halo and Peak Alts) and does not emphasize standalone financial planning as a primary service, which differentiates it from many peers.