Chris Latham reports on the latest additions to our team.

“I am proud to join Elevation Point, which has the ideal leadership team and a new innovative model for driving the transformation of our industry,” Smithy said. “Our innovative partnership model isn’t just about fees or platforms; it’s about providing growth through capital and expertise – and engaging in genuine collaboration to empower and elevate our partners in this new era,” Tamarkin said.

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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