WealthPoint, LLC

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WealthPoint was founded on the belief that all too often in planning, entrepreneurs and affluent family groups are asked to make big decisions lacking the raw material they need to make great decisions. We believe that both the client and their longstanding, inner-circle advisors can sense something... Read more

Headquarters

Phoenix, US

Employees

11-50

Links

Org chart

Managing Partners

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Ben Rainey
Partner
Savannah Wolach
Managing Director
Shelley Forman
Director, Accounting & Finance
Kim Boston
Director, Insurance Solutions
Kami Sieben
Director, Underwriting
Kristin Teaff
Director Of Communications
Caroline Diaz
Client Relations Manager
Shannon Goldsmith
Client Advisor
Amanda Connell
Client Ambassador
Phil Martin
Client Services Specialist
John Angelone
Solutions Analyst
Arnaldo Savoretti
Solutions Analyst
Vince W. Dean
Solutions Analyst
Nico Luna
Solutions Associate