Former UBS Execs Join Dickson’s Elevation Point

Elevation Point, an investment firm launched last month by former Sanctuary Wealth CEO Jim Dickson , has added two UBS executives as founding partners. Brad Smithy and Robert Tamarkin joined the firm, which aims to take stakes in RIAs with $200 million to $3 billion in client assets and help accelerate their growth by providing a suite of services and support.

Smithy and Tamarkin will serve as members of Elevation Point’s executive committee and focus on partnership development and Elevation’s growth and expansion efforts. That will include working to identify partnership opportunities, helping set the overall strategic vision for Elevation Point and talent acquisition.

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RIA Edge Podcast: Helium Advisors' Tax-Optimized Approach to Building Wealth

In this episode of the RIA Edge Podcast, David Armstrong, editorial director for Informa Connect’s Wealth Management Group, talks with Howard Morin, founder and partner at Helium Advisors, about integrating tax planning into the center of wealth management services.

Specifically, David and Howard discuss:

• How Helium Advisors stands out by prioritizing tax integration from the outset, ensuring a cohesive approach to financial planning.
• Why a tax-centric approach can significantly impact a client’s financial well-being and help clients minimize tax liabilities.
• Addressing the challenges of balancing personalized service with efficient growth by scaling processes and maintaining a strong employee-to-client ratio.
• The importance of utilizing the right technology to streamline processes and enhance client service.
• Keeping client focus by understanding each client’s unique goals and risk tolerance, and also offering guidance on complex issues like business decisions and estate planning.

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