Elevation Point Wealth Partners

The firm targets high-net-worth families, business owners, and professionals with $10 million to $100 million in investable assets. The practice is particularly suited to entrepreneurs navigating liquidity events, where concentrated stock positions or business-sale proceeds require both institutional investment deployment and sophisticated capital-gains planning. The Midwest base draws heavily from manufacturing, automotive, and professional-services wealth.

The firm sources direct real estate and private credit deals primarily through a network of Midwest-based operating partners and sponsors. For private equity and hedge fund allocations, Elevation Point selects external managers through a due-diligence process that weighs historical performance, operational transparency, and the tax character of distributions. The firm does not operate its own proprietary private equity or credit funds.

Mark J. Smith is a CPA and investment advisor who founded Elevation Point Wealth Partners in 2016. His career path combined accounting, tax advisory, and wealth management before he launched the independent platform. The firm reflects his conviction that tax planning belongs at the center of the investment decision process, not delegated to an external preparer after the portfolio has been built.

The firm is headquartered in Plymouth, Michigan, a western suburb of Detroit. This location places it at the nexus of traditional automotive and manufacturing wealth in the Midwest, giving it proximity to business owners and executives who form the core of its client base. No additional offices have been disclosed.