As a business owner, have you had someone ask you "What are you going to do with this business someday?"

It’s a tough question to answer. Many business owners may incorrectly think their only choice is to sell to a bigger company or private equity firm. Still many others avoid that question entirely.  

In unfortunate cases, this question is avoided until an unforeseen event occurs, putting the future of the business and the owner’s financial security in a risky position.  

When business owners who care about their people and purpose are ready to tackle this question, and ready to create a plan to benefit both – WealthPoint Business Advisory Services is here to help.  

Whether it’s navigating become an ESOP-owned company, designing comprehensive executive compensation plans or preparing for a business transition, WealthPoint helps clients gain clarity around what really matters—and how to build a plan that supports it.

The WealthPoint team serves clients in those three key disciplines by guiding entrepreneurs through the most important decisions of their lives with experience, expertise, and leadership.  

Who is WealthPoint Business Advisory Services?

WealthPoint isn’t your average advisory firm. They’re a purpose-driven team of former successful business-owners turned advisors who help successful entrepreneurs, executives, and families define what their wealth is for—then building the systems to support it.

From ESOP sell-side advisory services to executive compensation to family business succession, WealthPoint offers a full spectrum of services. But what truly sets them apart is their unique combination of experience, technical expertise and a desire to deliver results.  

Founded by a group of experienced professionals passionate about people, WealthPoint has built deep relationships in the Phoenix business community and beyond. Their work is technical, yes—but it’s also deeply human.

Their philosophy is simple: replace complexity with leadership and provide quantifiable results.

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Meet the Team

At the heart of WealthPoint is a team that leads with intention, because they have been there themselves. All of their advisors are former owners and operators themselves.  

As such, they listen more than they speak. They’re strategists who ask the hard questions yet also care about the impact as much as the financial outcomes.

Whether you’re meeting with them in their Phoenix office or seeing them at a Nexus Partner gathering, their culture is unmistakable—professional, warm, thoughtful, and rooted in genuine connection.

They’re the kind of team that shows up early, stays engaged, and leaves you thinking a little differently (in the best way). It’s not uncommon to see them whiteboarding ideas over coffee, diving deep into technical financial modeling or analysis, or delivering solutions in a world-class way.

They believe that meaningful planning only happens when you know what truly matters—and they’re committed to helping client's figure that out.

What They Offer

WealthPoint specializes in:

• ESOP Sell-Side Advisory Services & Formation to help business-owners explore employee ownership as a powerful tool for tax benefits, financial rewards, culture, and long-term growth.
• Executive Compensation to help businesses design incentive compensation plans to attract, retain and reward all employees of an organization achieve more success.
• Succession Planning to help business owners transition on their terms, with clarity and control.
• Business Transition & Exit Planning that supports owners through one of life’s most complex milestones.

No matter the path, their goal is to help clients make informed, confident decisions that align with their long-term purpose.

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Why They’re a Nexus Partner

First and foremost, the team at WealthPoint lives and breathes intentionality. They don’t rush to solutions—they guide people to clarity and confidence with patience and insight.

Next, there is strong values alignment between WealthPoint and Nexus Partners. WealthPoint’s people-first mindset perfectly matches the Nexus Partners’ commitment to trust, collaboration, and community.

And finally, WealthPoint doesn’t just bring planning expertise to the table—they bring wisdom. They ask better questions, share their technical knowledge generously, and challenge others to lead with purpose.

In other words: they have high standards—for communication, for execution, and for the human experience behind every plan.

Looking Ahead

We’re honored to have WealthPoint as part of the Nexus Partner community. Their thoughtful presence, generous spirit, and focus on long-term value make them exactly the kind of partner this network was built for.

They don’t just improve outcomes—they improve lives. And they continue to raise the bar for what intentional, values-based planning can look like.

Curious about what WealthPoint could help you clarify—for yourself, your family, or your business?

Want an intro to someone on the team? We’d love to make the connection—just email marketing@nextspaceaz.com. Or learn more about WealthPoint by visiting https://wealthpoint.net/business-advisory-services/