Zenith
The Growth Acceleration Summit
Grand Hyatt Scottsdale Resort
November 11-13, 2026
Why Zenith?
Accelerate. Lead. Scale.
Zenith is Elevation Point’s annual gathering of partner firms, industry leaders, and the people shaping the future of wealth management.
Built around the belief that the best ideas come from the right conversations, Zenith creates a space for leading advisory teams to step away from the day-to-day, exchange perspectives, and tackle the decisions that will define their next phase of growth.
Across two days in Scottsdale, attendees will explore the opportunities and challenges shaping modern advisory firms — from growth and ownership to talent, technology, and evolving client expectations.
Designed for Depth over Noise
The Zenith Experience
Zenith brings together a carefully curated group of advisory leaders, industry operators, and outside experts for conversations that are practical, relevant, and grounded in the realities of building and scaling a modern advisory firm.
Through peer-to-peer dialogue, expert perspectives, and candid conversations around growth, ownership, talent, technology, investments, and operating models, attendees will gain new ideas, challenge existing thinking, and learn from others navigating similar opportunities.
Designed to create space beyond the day-to-day, Zenith gives leaders the opportunity to step back, think strategically, and return to their firms with fresh perspective, meaningful connections, and ideas they can put into action.
More than a conference, Zenith is a gathering built around connection, collaboration, and the conversations that move firms forward.
Why Attend?
Conversations, Connections, and Perspective
Zenith is designed for advisory leaders and team members who are actively building, scaling, and evolving their firms.
From founders and CEOs to emerging leaders, client service professionals, and key team members, Zenith brings together the people responsible for shaping the future of their organizations. Whether the focus is growth, ownership, talent development, technology, investments, or building a stronger operating model, attendees will gain perspective from peers and experts navigating similar opportunities.
Over two days, participants will step away from the day-to-day to exchange ideas, challenge assumptions, and return with insights, connections, and practical ideas they can apply within their firms.
The Agenda
Designed for Connection. Built for Impact.
A formal agenda brimming with fireside chats, workshops, panels and networking experiences will be shared ahead of the event.
Wednesday, November 11
Please plan to arrive by late morning. Zenith begins with a welcome lunch from 11:30 am - 12:30 pm, followed by an afternoon of thought-provoking discussions, peer conversations, and opportunities to connect with fellow advisory leaders and industry experts. The day concludes with a welcome reception and dinner.
Thursday, November 12
A full day of morning of programming featuring insights from industry leaders, peer-to-peer discussions and conversations focused on the opportunities shaping the future of advisory firms. The day concludes with an afternoon of curated advisor experiences, known as Strategic Connections, followed by a farewell dinner.
Friday, November 13
Depart Scottsdale with new ideas, meaningful connections, and perspectives to bring back to your firm.
Growth Village
Where Ideas Become Action
Growth requires more than a great vision. It requires the right ideas, tools, and expertise to bring that vision to life.
The Growth Village is a curated experience designed to connect advisors with practical insights and resources that support the many dimensions of building a modern advisory firm. Explore new approaches to strengthening your brand, engaging clients, telling your story, leveraging technology, and creating momentum for growth.
Through interactive conversations and focused sessions with industry experts, you’ll discover ideas you can take back to your team and put into action.
FREQUENTLY ASKED QUESTIONS
Hotel & Booking
Please register by October 10, 2026.
At the Grand Hyatt Scottsdale Resort 7500 E Doubletree Ranch Rd, Scottsdale, AZ 85258
Click here for directionsAttendees are responsible for scheduling and covering their own air and ground transportation.
The Zenith booking link is included in your registration confirmation email. You must be registered before you can access the group booking link.
The Zenith group rate is $379.00 plus applicable taxes and fees for the group nights of Wednesday, November 11th and Thursday, November 12th.
Check-in: 4:00pm Check-out: 11:00am
We’re excited to welcome partner firm founding partners and their broader teams to Zenith.
Elevation Point will cover hotel accommodations for partner firm founding partners for the official event nights (Wednesday, November 11 and Thursday, November 12). We strongly encourage additional team members to attend, with accommodations for those attendees covered by their respective firms.
A credit card will be required when booking your room to cover incidentals and any charges outside of the covered event nights.
Sponsors are responsible for booking and covering their own accommodations via the booking link provided when registering for the event.
Pre and post-event nights are subject to availability and may not be available at the group rate. Please contact the hotel directly for additional reservations.
Event Participation & Dress Code
Zenith is designed for Elevation Point’s partner firm ecosystem, bringing together partner firm advisors and their teams, Elevation Point’s leadership team, and a select group of strategic partners. The event is intended for those directly involved in building, operating, and scaling advisory firms within the Elevation Point network.
Zenith is designed with the entire advisory team in mind. While much of the content is focused on the opportunities and challenges facing growing advisory firms, every session is built to provide practical insights, ideas, and takeaways that team members can bring back to their roles.
In addition to the broader conversations that appeal to founders and client service team members, we’ll have dedicated breakout sessions designed specifically for Client Service Associates and key team members to dive deeper into the areas most relevant to them.
Whether through main-stage discussions, focused sessions, or conversations with peers, Zenith is designed to give your team both the perspective and practical tools to help your firm continue to grow.
Zenith is an exclusive event designed for partner firm teams and strategic partners within the Elevation Point ecosystem. Additional guests are not included in this year’s program.
Business casual for meetings and daytime sessions. Business casual or cocktail attire for the Welcome and Farewell Dinners. Final activity-specific guidance for the Strategic Connections will be shared in advance.
Strategic Connections are curated small-group experiences designed to create meaningful conversations, connections, and actionable takeaways with fellow attendees and strategic partners. During registration, participants will indicate their first, second, and third choices from the available experiences.
Elevation Point will thoughtfully curate groups based on participant preferences, capacity, and the overall experience design. While we will make every effort to accommodate first-choice selections, specific experiences cannot be guaranteed. Final assignments will be shared with attendees closer to the event.
Please refer to your sponsor agreement.
Information regarding shipping and materials handling will be made available starting in August.
Each room will include a laptop, podium, microphone, projector and screen.
Policies
Due to contractual obligations with our host property, room reservations canceled within 30 days of the event may incur penalties.
Attendee lists will remain private and will not be distributed before or after the event.
Send your question to marketing@elevationpoint.com and we'll follow-up directly.
EVENT SPONSORS
Zenith Partner
Apex Partners
Summit Partners
Ascent Partners
Basecamp Partners
Growth Village Partners
