#USA #Investment #Elevation Point #Fortage Capital Advisors #Bloomfield Hills, Michigan

Elevation Point Strategically Invests in Fortage Capital Advisors

In a significant move to bolster its position in the wealth management landscape, Elevation Point has announced a strategic investment in Fortage Capital Advisors, a freshly established firm focused on providing personalized financial services. This partnership not only marks Elevation Point's third investment deal of 2025 but also reinforces its commitment to enhancing the operational capabilities of independent advisory firms.

Based in Bloomfield Hills, Michigan, Fortage Capital Advisors aims to tailor its investment management and financial advice to suit the unique needs of each client. Founding partners Jim Dickson and Andrew Moss, both seasoned veterans in the wealth management sector, bring extensive experience and insight to this collaboration. Jim Dickson, the CEO of Elevation Point, expressed optimism about the partnership, stating, “Our mission is to empower independent advisors to offer unparalleled client-centric solutions, and we believe Fortage embodies this ethos.”

Prior to launching Fortage, Andrew Moss served as a partner at Transcend Capital Advisors and spent 25 years honing his craft at Merrill Lynch. His deep industry knowledge is complemented by the experience of his partners, Matthew Harbarcuk and Carrie Angott, who will join Fortage as Director and Client Service Associate, respectively. Moss shared his excitement about the new chapter, saying, “This partnership allows us to focus on delivering customized solutions for our clients while leveraging Elevation Point’s innovative tools and infrastructure.”

Elevation Point is distinguishable in the wealth management sector for its model of minority stake partnerships. This allows independent firms the freedom to maintain control while gaining critical resources for growth, positioning themselves competitively in an ever-evolving marketplace. The investment in Fortage Capital Advisors highlights the ongoing trend of firms seeking to enhance service offerings and operational efficiencies through strategic collaborations.

As Elevation Point continues to expand its footprint, the firm is dedicated to supporting advisors in navigating the transition from traditional wirehouse environments to independent practices. This strategic investment in Fortage is expected to serve as a catalyst for both growth and innovation, fostering a culture that prioritizes client engagement and satisfaction.

For those looking to explore growth opportunities in the financial advisory space, Elevation Point encourages potential partners to initiate a consultation through its website. With a core commitment to elevating the standards of the wealth management industry, Elevation Point is poised to be a leading force in nurturing the careers of independent advisors and the firms they build.

To learn more about Elevation Point and its initiatives, visit elevationpoint.com. For the latest insights and updates, follow the firm on LinkedIn. Elevation Point is excited to embark on this new journey with Fortage Capital Advisors and is eager to witness the shared successes that lie ahead.