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Wealth Solutions · Preview Access
Everything your sophisticated clients expect.
Built to help you deliver it.
Wealth Solutions brings together best-in-class investment options, comprehensive planning tools, and operational support, all curated for quality and built for execution. We handle the complexity of assembling and integrating elite solutions so you can focus on what you do best: serving clients and growing your practice.
Curated solutions
2
Solution categories
1 GS
Anchor partnership
100%
Fiduciary-built
Wealth Solutions Catalog
Anchor partnership
Differentiating EP with our One GS Partnership
A firmwide relationship with Goldman Sachs gives Elevation Point advisors institutional capability sets typically reserved for the largest wealth platforms.
Pillar 01
Asset Management & Investment Solutions
- ›Alternative Investments
- ›Tax Advantaged Strategies
- ›HNW Investment Solutions
- ›Multi-Asset Model Portfolios
- ›Liquidity Solutions
- ›Customized Wealth Solutions
- ›Equity & Fixed Income Products
- ›SMAs, Active ETFs, & Mutual Funds
- ›Concentrated Stock Solutions
- ›Retirement Solutions
Pillar 02
Banking & Capital Markets Capabilities
- ›Custody
- ›Leverage Finance
- ›Capital Raising
- ›Sell & Buy-Side Advisory
- ›Private Placements
- ›Lending & Cash Management
- ›Structured Notes & CDs
- ›RCC & Equities Trading
- ›Industry Coverage Expertise
- ›Corporate Derivatives
Pillar 03
Intellectual Capital & Resources
- ›GS Investment Research
- ›Portfolio Strategy Services
- ›GS Marquee
- ›Firmwide Thought Leadership
- ›Bespoke Training & Education
- ›Goldman Sachs Investment University
- ›Marketing Support
- ›UMA Capabilities
- ›ETF Accelerator
- ›Portfolio Construction Guidance
EP Solutions ecosystem
The full stack, curated and integrated.
Every category of advisor infrastructure, vetted by our team and stitched together to work as one platform — not a stack of disconnected tools.
The team behind the work
Your Wealth Solutions Team
80+ years of combined RIA, wealth management, and operations experience — focused on one job: helping you win with sophisticated clients.
Elevating together
This is just the beginning.
We're listening. Wealth Solutions evolves based on what you need to win with your clients. The solutions we've built are driven by your feedback, your client demands, and your vision for what's next.
Institutional strength. Entrepreneurial freedom. Advisor-driven solutions.
Direct line to Wealth Solutions
Katie Johnson
Managing Director, Head of Wealth Solutions
Ready to put this to work?
You're already set up through your partnership — there's nothing to qualify for and no form to fill out. Take action and the Wealth Solutions team picks it up from there.
Prefer a person? Reach the Wealth Solutions team directly.