$1.3B Breakaway Harbor View Private Wealth Embarks on Path to Independence via Partnership with Elevation Point
Rapidly Growing Atlanta Practice Leverages Independence to Access Advanced Tools and Resources, Enhancing Client Solutions and Accelerating Growth Elevation Point, a growth accelerator and minority stake partner for independent advisors and breakaway firms, announced today that it has made a strategic minority investment in Harbor View Private Wealth (“Harbor View”), a wealth management firm offering […]