Phoenix, United States
WealthPoint, LLC provides Business Advisory Services and Insurance Advisory Services, aiming to empower entrepreneurs and affluent family groups to make well-informed decisions about their wealth, business, and relationships. Founded in 2010, the company operates on the principle of Know your story®, a model that aligns planning with the way individuals think.
Know your story operates at three layers. Firstly, it helps clients gain clarity on how they envision their Life’s Work unfolding. Secondly, the firm prioritizes understanding the stories of all stakeholders involved in the planning process. Lastly, mutual transparency and ownership are emphasized, ensuring that all parties are aligned in their objectives.
WealthPoint engages with clients directly or through their existing inner circle advisors such as CPAs, attorneys, and wealth managers. The company's approach distinguishes it from traditional planning processes, promoting a decision-making framework and a sense of urgency tied to measurable results.