Forta Wealth Partners

What Forta Wealth Partners does

Forta Wealth Partners is an independent registered investment adviser providing personalized wealth management, financial planning, and investment services to high-net-worth individuals, families, business owners, and institutional clients across 26 U.S. states. Founded in January 2026 as a trade name of Elevation Point Wealth Partners, LLC, the firm was established by a six-person team formerly operating as The Turner Group at Merrill Lynch Wealth Management, led by co-founders Will Turner (a 20-year Merrill Lynch veteran), Jon Shurtz (CFA, CFP), and Harrison "Taylor" McDougal (CIMA, CPFA), alongside Madeline Armstrong (CFP), Holly Hynes, and Brandon Marvel. The team oversees approximately $900 million in assets under supervision.

The firm operates on an open-architecture technology stack integrated with Goldman Sachs Custody Solutions for institutional-grade custody and client portal access, Addepar for portfolio data aggregation and reporting (a platform supporting over $5 trillion in assets with 100+ software, data, and services integrations), and the Alt 62 platform via Goldman Sachs for alternative and private market investments. Its service suite spans financial planning, investment management, liability analysis, tax strategies, estate planning, risk management, philanthropic strategies, multigenerational planning, education planning, succession planning, corporate retirement plans, balance sheet aggregation, and institutional services (investment policy statements and corporate cash management).

Forta's go-to-market is exclusively advisor-led, with client acquisition driven by referrals and direct relationships rather than digital or self-serve channels. Revenue is generated through AUM-based advisory fees billed annually, scaling with client assets under management. The firm receives a strategic minority investment and operational support from Elevation Point, a growth accelerator founded in 2024 by former Sanctuary Wealth CEO Jim Dickson that has closed 10 RIA partnerships managing $11.9 billion in combined client assets in 19 months.

Name

Forta Wealth Partners

Legal name

Elevation Point Wealth Partners, LLC

Website

https://fortawealth.com

Company type

Private

Founded year

2026

Operating status

Operating

Headcount range

1–10 employees

Short description

Forta Wealth Partners is an independent wealth management firm based in Indianapolis serving high-net-worth individuals, families, business owners, and institutional clients across 26 U.S. states. A six-person team oversees approximately $900 million in assets under supervision, operating on Goldman Sachs Custody and Addepar technology with Elevation Point backing.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Private Banking & UHNW Wealth Advisory (FSAEABAC)

akta.pro secondary industries

Alternatives & Multi-Asset Digital Wealth Platforms (PE/VC/Real Assets access) (FSAGAEAL), Retirement Plan Participant Advice & Managed Accounts (FSAEABAF)

Keywords

• Wealth management services
• Investment advisory
• Financial planning
• Portfolio management
• Estate planning

Headquarters

HQ city

Indianapolis

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure

Revenue model

1. Investment Advisory Fees (AUM-based): As an SEC-registered investment advisor operating under Elevation Point Wealth Partners, LLC, the firm earns fees based on assets under management (AUM). The firm oversees approximately $900 million in assets under supervision, suggesting a fee-based model where revenue scales with client assets.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

Forta Wealth Partners is an independent SEC-registered investment adviser (operating as a trade name of Elevation Point Wealth Partners, LLC) that delivers personalized wealth management, financial planning, and investment advisory services to high-net-worth families, business owners, and institutional clients. The firm provides comprehensive financial planning, investment management with access to alternative investments via Goldman Sachs and the Alt 62 platform, estate and tax planning, and multigenerational wealth strategies, supported by Addepar portfolio aggregation technology. The six-person team manages approximately $900 million in assets under supervision across 26 U.S. states.

Product overview

Forta Wealth Partners offers a comprehensive suite of wealth management services as a unified practice rather than a platform-plus-modules architecture. The firm provides integrated financial planning, investment management, and specialized services for families, business owners, and institutions. Services include financial planning, investment management, liability analysis, tax strategies, estate planning, risk management, philanthropic strategies, multigenerational planning, education planning, succession planning, corporate retirement plans, balance sheet aggregation, and institutional services (investment policy statement service and corporate cash management). The six-person team, led by Will Turner, Jon Shurtz, and Taylor McDougal, serves clients across 26 U.S. states with approximately $900 million in assets under supervision.

Differentiator

Problem solved

Functional benefit

Products and services

• Financial Planning Comprehensive financial planning services that address all aspects of a client's financial world, integrating multiple planning areas into one cohesive strategy for families, business owners, and institutions.
• Investment Management Professional investment management services providing portfolio construction, asset allocation, and ongoing investment monitoring and rebalancing, with access to alternative and private market investments via Goldman Sachs and the Alt 62 platform.
• Tax Strategies Tax minimization strategies integrated with financial and investment planning, including tax-loss harvesting and strategic asset location for clients.
• Estate Planning Estate planning services including wills, trusts, and wealth transfer strategies to preserve and transition wealth to future generations.
• Risk Management Insurance analysis and risk management planning to protect clients against unforeseen events that could impact their financial security.
• Philanthropic Strategies Charitable giving strategies including donor-advised funds, charitable trusts, and foundations to help clients achieve their philanthropic goals.
• Multigenerational Planning Comprehensive planning services designed to preserve and transfer wealth across multiple generations with purpose and tax efficiency.
• Education Planning

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration2 records

Feature3 records

Partnerships

Two partnerships are on record, tiered core.

• Goldman Sachs Custody SolutionscoreTechnology or IntegrationGoldman Sachs Custody Solutions (provided through Folio Investments, Inc. d/b/a Goldman Sachs Custody Solutions) offers institutional-grade custody services and a digital-forward platform for client account access and transparency. Forta clients access their accounts through the Goldman Sachs client portal. Goldman Sachs & Co. LLC provides additional brokerage services.
• AddeparcoreTechnology or IntegrationAddepar is a global technology and data company providing portfolio aggregation and reporting for over $5 trillion in assets across more than 40 countries. Forta uses Addepar to deliver informed, precise investment guidance to clients. The platform integrates with 100+ software, data, and services partners.

Scale indicators4 records

Recent moves6 records

Expansion highlights6 records

Market position

Competitive moat5 records

Key highlights6 records

Customer concentration

Compliance4 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 records

Funding overview

Funding rounds1 record

Investors1 record

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Forta Wealth Partners