Elevation Point Wealth Partners

The firm was built from the ground up with tax planning as a core investment function, not an afterthought. Mark J. Smith structured the RIA so that CPA professionals model the after-tax implications of private equity distributions, real estate depreciation, and concentrated stock sales before capital is committed. This allows the firm to evaluate alternative investments — including private credit and direct real estate — through the lens of a family's complete tax picture rather than on a pre-tax return basis alone.

Elevation Point allocates across direct real estate, private credit, private equity fund commitments, and hedge fund strategies. The real estate exposure is typically sourced through regional operating partners in the Midwest. Private equity and private credit access comes through both fund commitments and select co-investment opportunities, with the firm acting as the gatekeeper that evaluates managers and structures for tax efficiency.

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.

It is structured as a multi-family office and registered investment advisor. This means the firm serves multiple unrelated families under a shared platform, pooling resources for manager due diligence and tax strategy while keeping each family's assets separately managed. The structure gives clients institutional purchasing power without the full overhead of a dedicated single-family office.

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.