For Businesses & Companies

​We help partnerships and corporations by seeking to meet their sophisticated investment and planning needs. We believe we may accomplish this by working with existing, trusted advisors and when appropriate, introducing our team to fill voids, should they exist.

Real Estate Investing & Private Placement Alternatives

When suitable, we may consider the following real estate and private placement strategies.

A Real estate investor’s guide to dst 1031 Exchanges


Institutional investment management

Through our partnership with Stonebridge Capital Advisors, we assist institutional investors in a fiduciary capacity that puts the company/clients’ interests first …

Business advisory

For many business owners, your business is the most significant financial asset on the balance sheet… WealthPoint was founded on the belief that all too often …

Risk management

Through our associates at Strategic Risk Alternatives, we help affluent entrepreneurs mitigate risk across the enterprise with the goal of asset protection.  Where suitable, these opportunities are now available to small and middle market companies…

Oil and Gas Royalties

This strategy features unleveraged / zero-debt cash flow potential without expenses from drilling wells. Mineral owners seek to receive royalty payments from the oil and gas produced on their properties. This is an often- overlooked source of income potential that comes with potential benefits such as tax-advantaged distributions and low operating costs.