Elevation Point Stakes $900M Ex-Merrill Team in Indianapolis
Yahoo Finance·2026-01-27 19:00

You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. Elevation Point, a minority investor in independent and breakaway advisors launched in 2024 by former Sanctuary Wealth CEO Jim Dickson, has taken a minority stake in Forta Wealth Partners, an Indianapolis-based firm with over $900 million in assets. The six-person team previously operated as The Turner Group within Merrill Lynch Wealth Management.  The Forta team is led by principals and w ...

Elevation Point Stakes $900M Ex-Merrill Team in Indianapolis - Reportify