WealthPoint

WealthPoint, a leading expert in the ESOP industry, specializes in three distinct areas to help entrepreneurs and business-owners. Their expertise spans employee stock ownership plan (ESOP) implementation, executive compensation consulting services and succession planning. WealthPoint replaces complexity with leadership, collaborating with trusted advisors to ensure informed decisions without overwhelming clients with details. Through their business-centric background, technical/financial analysis and expertise and focus on quantifiable results, WealthPoint delivers substantial value for its clientele.

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Know Your Story

our unflinching three-layer commitment to

Help you get to instinctual clarity about how you’d like your story to play out from here forward.

Take the time and have the respect to hear the full story of all of the stakeholders in the process before recommending or expecting any action.

Be mutually transparent. If we expect you to bare the soul of your life’s work, it should be mutual. Ask us anything you’d like about our business model, fees, compensation or conflicts of interest.

"At WealthPoint, we replace complexity with leadership. Instead of a traditional planning process, we guide you through a decision-making process—ensuring every step aligns with your vision."

Tim Young
‍‍Managing Partner, WealthPoint

Tailored Strategies for Lasting Impact

ESOP Advisory

We design customized ESOP strategies that empower business owners to unlock value, transition ownership, and secure their company's long-term success.

Business Advisory

Our team helps you navigate business succession, exit planning, and Merges & Acquisitions strategies to secure your company’s future with confidence.

Executive Benefits

We create custom compensation plans, including non-qualified deferred compensation and phantom stock strategies, to help you attract and retain top talent.

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Your Story. Your Legacy. Your Future - Simplified.