Elevation Point Wealth Partners, LLC

Elevation Point Wealth Partners is an SEC‑registered multi‑advisor firm that provides discretionary and non‑discretionary portfolio management to individuals (including high‑net‑worth clients), retirement plans, trusts, estates, corporations and other business entities. Services are delivered through distinct programs (Solicitor, Co‑Advisor and Direct Advisor) and include model‑based asset management, ERISA plan services and held‑away account management via third‑party technology.

The firm’s investment approach is model‑driven and tactically oriented: its Elevation Point Managed Volatility (MVP) and multiple Summit portfolio models use mutual funds, ETFs and separately managed accounts with off‑calendar tactical rebalancing and options for liquid alternatives. EPWP relies on third‑party research providers, sub‑advisors and platforms (for example, Vestmark and Pontera) to implement strategies and discloses that it may select affiliated mutual funds advised by Princeton Fund Advisors, with related conflicts described and managed in its policies.

EPWP’s brochure highlights several features that are less common among peers: formal affiliations with an in‑house fund adviser (Princeton Fund Advisors) and use of affiliated registered funds, documented relationships into insurance solutions and annuity servicing (including Pinnacle and licensed insurance agents), and referral/introducing arrangements with outside firms (Woodbridge, TPFG) alongside revenue‑sharing arrangements (e.g., Flourish and Goldman Sachs). The firm’s materials emphasize programmatic portfolio management and platform integrations rather than a single, standalone financial‑planning offering, and disclose the attendant conflicts of interest and the firm’s mitigation measures.