Articles & News

Caitlin Douglas, formerly a managing director at Dynasty Financial Partners, has joined Elevation Point, a recently launched RIA firm, as a founding partner and chief operating officer

Caitlin Douglas is the RIA minority investor's latest hire.

The Minnesota-based firm’s new COO comes with deep experience and a sterling reputation for supporting independent advisor transitions and growth efforts.

Caitlin Douglas, former managing director of transition services and co-head of service at Dynasty Financial Partners, has joined Jim Dickson’s new firm to lead operations and service.

Kelly Berenbaum has over three decades of experience in the financial services industry and joins Elevation Point from Blue Tree Financial, her own RIA.

Financial Advisor's Alan Prince interviews Elevation Point CEO Jim Dickson about the future of the industry.

Chris Latham reports on the latest additions to our team.

Leo Almazora at Investment News covers our growing team.

Coverage from Andrew Foerch at Citywire RIA.

David Bodamer from WealthManagement.com talked with Bradford Smithy and Robert Tamarkin about joining Elevation Point as founding partners.

Wealth management industry leaders and co-founders Jim Dickson and Mark Penske today announced the launch of Elevation Point, a firm committed to empowering independence-seeking advisors and RIAs as their value-aligned growth partner...

Jim Dickson talks to Investment news about Alt:62.

Jim talks to The Wealth Advisor about the Elevation Point launch.

The word is spreading. We’re getting great press in our favorite publications, like this one from Barron’s and Andrew Welsch.

In this interview with WealthManagement.com, Jim Dickson talks about how his past experiences spurred his vision for Elevation Point.

Citywire's coverage of the launch of Elevation Point, a firm committed to empowering independence-seeking advisors and RIAs as their value-aligned growth partner...

Wealth management industry leaders and co-founders Jim Dickson and Mark Penske today announced the launch of Elevation Point, a firm committed to empowering independence-seeking advisors and RIAs as their value-aligned growth partner...