Venetia, PA Office

LiftPoint Family Wealth Advisors serves individuals, trusts, estates, charitable organizations and business entities through a two-advisor team managing about $187.7 million on a discretionary basis as of 12/31/2025 and a client roster of roughly 61 households. The firm offers financial planning, consulting and comprehensive wealth management, including discretionary portfolio management and implementation services.

The firm takes a manager‑agnostic approach, typically allocating assets to independent investment managers, exchange‑traded funds and, for appropriate clients, structured notes, interval funds and other alternative investments while conducting ongoing due diligence on those managers. Its advisory framework is organized around four pillars—wealth enhancement, protection, transfer and charitable giving—and LiftPoint coordinates planning with clients’ tax, estate and insurance professionals.

Compared with many small advisory teams, LiftPoint’s use of non‑traditional/illiquid instruments (non‑traded interval funds, structured products and alternative investments), willingness to advise on held‑away assets (e.g., variable life, annuities, employer plan holdings) and the option to use margin are notable and increase implementation complexity. The brochure also discloses that some supervised persons are licensed insurance agents eligible for commissions, that custodians provide substantial software and service support (with Charles Schwab added as an additional custodian), that proxy voting is generally delegated to independent managers, and that certain vendor systems incorporate artificial intelligence for client servicing.