Our CEO and Founding Partner Jim Dickson connected with WealthManagement.com to discuss his vision for Elevation Point and why he is doing things differently this time around.
“I built the airplane while flying it once; I didn’t want to do that again,”
“…Mount Yale gave us an immediate back office, gave us an immediate chassis of which to operate with, a clean ADV and really experienced people that we could scale and get to market quickly.”
“…we want to be somebody that adds value through the lifecycle of that partner firm, and candidly, we also believe that having an ecosystem of these firms that have similar characteristics and have a stable of subject matter experts that we can bring in, we can accelerate them.”
Thanks to Diana Britton for covering our story.
About Elevation Point
Elevation Point is a growth-oriented wealth management firm, serving as a value-aligned partner for RIAs and independence-seeking advisors. From dynamic OCIO solutions to personalized playbooks designed to empower advisors to thrive in independence, we offer customized and full-spectrum support. Our capital comes with complete transparency and no hidden agendas. Distinguishing ourselves as accelerators in a landscape of aggregators, we’re powering a nationwide community of emerging industry leaders, overseeing more than $3.4 billion in assets under management. With a focus on advisor values and evolving client needs, our mission is clear: to elevate the entire industry to higher ground.
For the latest updates, follow Elevation Point on LinkedIn.
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