Opportunity Zone Funds

Opportunity Zone Funds Opportunity Zones are areas of the United States, certified by the US Treasury and the IRS, which exist for investors to receive preferential tax treatment in exchange for investing long term capital gains into areas designated by the governors...

Business Advisory

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, in planning, entrepreneurs and affluent family groups are asked to make big decisions...