Empowering Your Success
We’ve teamed up with trusted leaders in the industry who provide cutting-edge resources, services, and technology. This allows us to offer you a wide range of solutions, while giving us more time to focus on providing you with the personalized, exceptional service you deserve.
Elevation Point
Elevation Point is a wealth management firm dedicated to helping independent advisors deliver an elevated client experience. We develop strategic, collaborative partnerships with RIAs and breakaway teams to provide the infrastructure, expertise, and hands-on support advisors need to grow with confidence.
Our approach empowers advisors to serve sophisticated clients through a seamless, integrated ecosystem, combining institutional-scale resources and advanced technology with the personalized attention of a boutique experience.
At Elevation Point, everything we do is designed to help advisors stay focused on what matters most: delivering exceptional outcomes for the clients who trust them.
Elevation Point Wealth Partners, LLC is an SEC-registered investment adviser and a wholly owned subsidiary of Elevation Point, LLC.
Charles Schwab
The Charles Schwab Corporation is one of the nation’s leading providers of financial services. Through their operating subsidiaries, they provide securities brokerage, money management and financial advisory services to individual investors, independent investment advisors, and corporate and retirement plan sponsors and participants. The Charles Schwab Corporation is financially stable, and they are committed to their continued financial health. Their capital structure and liquidity are sound, and their internal controls and business standards are designed to keep client assets safe. They maintain a disciplined focus on risk management and strive to operate the firm conservatively to minimize investment risks. They know that their success ultimately depends on how they serve all of their clients and their confidence in Schwab.
These materials have been independently produced by Waycrest Wealth. Waycrest Wealth is independent of, and has no affiliation with, Charles Schwab & Co., Inc. or any of its affiliates (“Schwab”). Schwab is a registered broker-dealer and member SIPC. Schwab has not created, supplied, licensed, endorsed, or otherwise sanctioned these materials nor has Schwab independently verified any of the information in them. Waycrest Wealth provides you with investment advice, while Schwab maintains custody of your assets in a brokerage account and will effect transactions for your account on our instruction.
Goldman Sachs
Goldman Sachs Custody Solutions offers clients of independent advisors access to institutional-grade solutions and custody services. We transform the client experience with an intuitive, digital-forward platform to enhance your advisor’s transparency. Our modern, nimble, and ever-evolving open architecture network connects advisors to best-in-class services and tools. More than just a custodian, we are a gateway to the institutional power of Goldman Sachs.
Custody, clearing, and certain brokerage services are offered by Folio Investments, Inc., d/b/a Goldman Sachs Custody Solutions (“GSCS”), a registered broker-dealer and Member FINRA/MSRB/SIPC. Folios can be managed by an investment advisor or unmanaged and are not registered investment companies. Additional brokerage services are provided by Goldman Sachs & Co. LLC (“GS&Co.”), which is an SEC-registered broker-dealer and investment adviser, and Member FINRA/MSRB/SIPC. The contents of this message shall not constitute an offer, solicitation, or advice to buy or sell securities.
GSCS, GS&Co., and their affiliates do not control, and are not responsible for, any information or other content provided on the Waycrest Wealth website, including any prospectuses, reports, summaries, or other data provided herein.
Addepar
Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. Hundreds of thousands of users trust Addepar to empower smarter investment decisions and better advice. With a client presence in more than 50 countries, Addepar’s platform aggregates portfolio, market and client data for over $7 trillion in assets. Addepar’s open platform integrates with more than 100 software, data and services partners to deliver a complete solution for a wide range of firms, use cases and geographies.
eMoney
eMoney’s comprehensive financial planning solutions help our clients take action, track progress, and celebrate successes. With easy data organization and goal mapping, plus stress testing for risks, eMoney provides interactive tools that build confidence and foster more productive financial discussions.