Elevation Points Invests in Forta Wealth Partners
Elevation Point has made a strategic minority investment in Forta Wealth Partners. Based in Indianapolis, IN, Forta Wealth Partners is a trade name of Elevation Point Wealth Partners, LLC, an SEC registered investment adviser. The team oversees over $900 million in assets under supervision from its prior firm.
The Forta Wealth Partners team previously operated as The Turner Group within Merrill Lynch Wealth Management where it was recently recognized on Forbes’ Best-in-State Wealth Management Teams list 2026. Led by principals and wealth advisors Will Turner, Jon Shurtz, and Harrison “Taylor” McDougal, the practice works with clients such as C-suite executives, business owners, wealthy multi-generational families, physicians, endowments and non-profit organizations, and professional athletes. Its focus is to improve every client’s complete financial picture, including assets and liabilities, and develop customized strategies for meeting their long- and short-term goals.
“For us, independence is about the freedom to deliver a truly differentiated client experience,” said Turner. “Launching an independent firm in partnership with Elevation Point provides access to best-in-class resources and support to enhance what we do best, while ensuring we remain in full control of our business and true to the values that have earned our clients’ trust.”
The Forta Wealth Partners team – which includes Brandon Marvel, associate, Client Services; Holly Hynes, manager of Team and Client Services; and Madeline Armstrong, financial advisor – also provides retirement plan advisory services to companies that sponsor 401(k) plans for their employees.
“I’ve had the privilege of knowing Will since he started at Merrill Lynch, and I’ve witnessed firsthand his growth and the incredible team he has built,” said Jim Dickson, Founding Partner and CEO of Elevation Point. “Will, Jon, Taylor, and their colleagues bring deep, wide-ranging expertise and more than 60 years of combined experience. As a youthful, seasoned team with a relentless drive to exceed client expectations and continuously evolve, they represent the future of wealth management.”
Forta Wealth Partners has a nationwide client base, with a strong presence in Indiana as well as Florida, California, Tennessee, South Carolina, North Carolina, and Texas. The firm’s clients are spread across 26 U.S. states.
Amanda Umpierrez is the Managing Editor of 401(k) Specialist magazine. She is a financial services reporter with nearly a decade of experience and a passion for telling stories and reporting news. She is originally from Queens, New York, but now resides in Denver, Colorado.