Insights
$1.3B Breakaway Harbor View Private Wealth Embarks on Path to Independence via Partnership with Elevation Point
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 […]