Jim Dickson

Elevation Point is a wealth management firm focused on bringing together industry-leading independent advisors through minority stake partnerships with RIAs and breakaway advisors transitioning to independence. Distinguishing ourselves as accelerators in a landscape of aggregators, our growth partnership model empowers advisors to retain control over their futures, with our support. With over $3.4 billion in assets under management and a core focus on advisor values and clients' evolving needs, our mission is simple: to elevate the entire industry to higher ground. Why Partner with Us? Elevation Point embodies a strategic partner unlike any other, aligning seamlessly through: • Strategic investment and inorganic growth strategies • Business and succession planning • Strategic experience paired with crucial capital and bespoke solutions • Access to invaluable connections and boutique investment opportunities Our ethos is centered around you maintaining control while navigating your path to independence, growth, and succession. Whether you’re an advisor seeking to establish your own firm, or aiming to escalate your practice, Elevation Point offers the strategic partnership, technology, and support tailored just for you. How to Get Started with Elevation Point We welcome independent advisors who share our passion for innovation, collaboration, and unparalleled success. Our community is always expanding, and we are constantly searching for like-minded individuals and firms to join us on this journey of elevation. Reach out to us today. https://elevationpoint.com Disclosures: https://elevationpoint.com/disclosures/ The information contained in this post is general in nature and for informational purposes only. It should not be considered as investment advice or as a recommendation of any particular strategy or investment product. This post is not a solicitation or an offer to buy or sell any specific security.