Elevation Point Announces Strategic Stake in Stonebrook Private, Kicking Off 2025 with an Oversubscribed Pipeline and More Deals on the Horizon | PR Newswire [Video]

Client-Focused Stonebrook Private, with over $750M in AUM, Partners with Elevation Point for Transparent Minority Stake Model and Access to Industry-Leading Resources

, /PRNewswire/ — Elevation Point, a growth accelerator and minority stake partner for independent advisors and breakaway firms, announced today its strategic investment in Stonebrook Private, based in Northville, Michigan.

Led by Todd D. Knickerbocker and Spencer Knickerbocker, CFA, CAIA, CFP®, Stonebrook Private is a fee-only, fiduciary advisory firm with over $750 million in assets under management (AUM). The firm is known for its multi-generational, highly experienced leadership team and comprehensive wealth, tax, and estate planning services.

“Stonebrook Private, with its strong Midwest roots, shares our client-first ethos and commitment to delivering an industry leading experience. Their focus on tailored, forward-thinking strategies aligns with our vision, and their next-gen leadership and multi-generational team position the firm well to serve clients for decades to come,” said Jim Dickson, founding partner and CEO of Elevation …