Company Overview - Elevation Point, a minority investor in independent and breakaway advisors, has taken a minority stake in Forta Wealth Partners, an Indianapolis-based firm managing over $900 million in assets [1] - Forta Wealth Partners was previously known as The Turner Group within Merrill Lynch Wealth Management [1] Leadership and Team - The Forta team is led by principals and wealth advisors Will Turner, Jon Shurtz, and Harrison "Taylor" McDougal, with Turner having a 20-year tenure at Merrill Lynch [2] - The team also includes Brandon Marvel (associate, client services), Holly Hynes (manager of team and client services), and Madeline Armstrong (financial advisor) [2] Historical Context - Jim Dickson, former CEO of Sanctuary Wealth and a key figure in the establishment of Forta, provided Turner with his initial job offer at Merrill Lynch two decades ago [3] - The firm serves clients across 26 U.S. states, focusing on C-suite executives, business owners, wealthy multi-generational families, physicians, endowments, non-profit organizations, and professional athletes [3] Services and Offerings - Forta Wealth Partners provides retirement plan advisory services to 401(k) plans and aims to offer unique private investments to clients [6] - The firm has selected Goldman Sachs Custody Solutions for custodial services, enhancing its partnership with Goldman Sachs to provide advisors with access to banking, lending, trading, asset management, and capital markets capabilities [4] Strategic Differentiation - The ability to offer unique private investments is highlighted as a key differentiator for Forta, catering to clients who seek such opportunities [6]