MINNEAPOLIS, Jan. 13, 2026 /PRNewswire/ — 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 holistic, goals-based financial planning to successful corporate executives and their families. The team, which oversaw approximately $1.3 billion in client assets under supervision at its prior firm, is led by founding partners Daniel F. Emerson, Angelo V. Esposito Jr., Scott M. Emerson, James G. Malatos, and David R. Randall…
