$900M Indianapolis Team Launches Independent Firm Forta Wealth Partners

Elite Team Serving Clients in 26 U.S. States Launches Independent Firm to Enhance its Offerings, Expand Resources, and Accelerate Growth

Jan. 27, 2026 at 9:17am

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Elevation Point, a growth accelerator and minority stake partner for independent advisors and breakaway firms, has made a strategic minority investment in Forta Wealth Partners, a new independent firm based in Indianapolis, Indiana. The Forta Wealth Partners team previously operated as The Turner Group within Merrill Lynch Wealth Management and oversees over $900 million in assets under supervision. Led by 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.

Why it matters

The launch of Forta Wealth Partners represents the continued growth and evolution of the independent wealth management industry, as elite advisory teams seek greater flexibility and control to deliver a differentiated client experience. Elevation Point's strategic minority investment provides Forta Wealth Partners with access to best-in-class resources and support to enhance its offerings and accelerate growth, while allowing the team to remain in full control of the business and stay true to its values.

The details

Forta Wealth Partners will benefit from Elevation Point's collaboration with Goldman Sachs, which includes access to Goldman Sachs Custody Solutions. The firm will also have access to the latest innovative financial planning software and alternative investments, as well as improved communication and marketing capabilities to better serve its nationwide client base.

  • Elevation Point was established approximately 19 months ago.
  • Forta Wealth Partners was recently recognized on Forbes' Best-in-State Wealth Management Teams list 2026.

The players

Elevation Point

A growth accelerator and minority stake partner for independent advisors and breakaway firms.

Forta Wealth Partners

A new independent firm based in Indianapolis, Indiana, that was previously known as The Turner Group within Merrill Lynch Wealth Management.

Will Turner

Principal and Wealth Advisor at Forta Wealth Partners.

Jon Shurtz

Principal and Wealth Advisor at Forta Wealth Partners.

Harrison "Taylor" McDougal

Principal and Wealth Advisor at Forta Wealth Partners.

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What they’re saying

“For us, independence is about the freedom to deliver a truly differentiated client experience. 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.”

— Will Turner, Principal and Wealth Advisor at Forta Wealth Partners

“From being able to access the latest innovative financial planning software and alternative investments to communicating more seamlessly with clients and freely marketing ourselves to prospects, this launch lays the groundwork for scalable growth for years to come. Our guiding priority has always been our clients' best interests. With greater flexibility to aggregate and advise on external assets, we can now broaden our advice and deliver even more comprehensive support.”

— Jon Shurtz, Principal and Wealth Advisor at Forta Wealth Partners

What’s next

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The takeaway

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