WealthPoint is a financial advisory firm headquartered in Phoenix, Arizona, with additional offices in Denver, Los Angeles, and Chicago. The firm specializes in providing comprehensive insurance and business advisory services, focusing on succession planning, exit strategies, and wealth transfer for affluent family groups and entrepreneurs of closely held companies across the United States. WealthPoint employs its proprietary “Know Your Story®” decision-making model to simplify complex financial decisions, collaborating closely with clients and their existing advisors to ensure clarity and alignment with long-term goals. Their services encompass life insurance strategies, executive benefits, M&A advisory, and advanced financial modeling, aiming to replace complexity with leadership and facilitate informed, strategic planning.