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’s missing. Meanwhile, there’s too much at stake with your wealth, your business and your relationships to risk faltering. Instinct tells you to pause the process.

That’s why we designed a model called Know your story®. It helps entrepreneurs and affluent family groups plan the same way they think. 

Know your story works at three layers. First it’s about helping you get to instinctual clarity about how you would like your story to play out from here forward. That’s the story of your Life’s Work, whether it’s an operating entity or a body of wealth. 

Second, it’s about our firm’s responsibility to Know the story of everyone at your planning table. We commit the time, respect and intellectual curiosity to hear the full story of all stakeholders prior to expecting or recommending any action. 

Third, Know your story is about Mutual Transparency. If we expect full candor, you deserve to know what’s motivating our behavior – things like how our fee model works and what inherent conflicts of interest need to be disclosed. Mutual Transparency creates space for Mutual Ownership: a peer-to-peer model in which everyone owns the same objectives.

Our clients describe it as the difference between the planning processes they’ve experienced elsewhere, and a decision-making process. Finally the sense of urgency that’s in the room is tied to quantifiable results based on clarity around their own objectives.

WealthPoint is brought to the table in two ways. We’re often invited in directly by an entrepreneur or affluent family group. And just as frequently, we’re invited to the table by an existing inner circle advisor such as a CPA, attorney or wealth manager. 


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