Elevation Point and Stonebrook Private Forge Strategic Partnership to Enhance Client Services in Wealth Management
Elevation Point and Stonebrook Private Join Forces Elevation Point, a prominent growth accelerator for independent advisors and breakaway firms, has made headlines recently with its strategic investment in Stonebrook Private, a fee-only fiduciary advisory firm based in Northville, Michigan. This partnership, which aims to bolster Elevation Point's service offerings, signifies the beginning of a promising year for both parties as they venture into 2025 with an oversubscribed pipeline and a shared commitment to serving clients. ## Overview of Stonebrook Private Under the leadership of Todd D. Knickerbocker and Spencer Knickerbocker, Stonebrook Private boasts over $750 million in assets under management (AUM) and is recognized as one of the fastest-growing registered investment advisers (RIAs) in the United States. The firm is celebrated for its dedicated approach to financial services, providing a comprehensive range of wealth management, tax, and estate planning solutions to its clients. The firm's collaborative culture and multi-generational leadership team cultivate an environment where new ideas flourish, ensuring tailored strategies that align with each client's unique life goals.