Beacon Pointe
Beacon Pointe is one of the largest independent Registered Investment Advisory firms in the country working with institutions, defined contribution plans, individuals and families. Beacon Pointe aims to provide comprehensive, objective investment and financial guidance focused on asset preservation and enhancement through the implementation of sophisticated investment strategies. The firm provides full-service financial planning and research driven investments, specializing in wealth management and consulting, asset allocation, investment management, and retirement plan services.
ABOUT BEACON POINTE
Beacon Pointe is recognized as the largest female-led RIA in the country, providing clients access to institutional-quality investments and strategic life and legacy planning.
Established in 2002, the firm has grown to become one of the nation's largest RIAs, with over $40 billion in assets under advisement and more than 580 employees across 64 offices nationwide.
The firm has experienced significant expansion through strategic acquisitions including Artemis Financial Advisors, WhiteRock Wealth Management, Altavista Wealth Management.
CORE SERVICES
Private Wealth Management.
Beacon Pointe provides personalized wealth planning and investment strategies, including comprehensive financial planning, portfolio management, insurance assessment and risk planning, and ongoing monitoring and oversight.
Institutional Consulting.
The firm offers objective and transparent investment solutions tailored to the specific goals of each institutional client, encompassing investment policy statements, asset allocation, investment manager search and selection, and board, committee, and staff education.
Retirement Plan Services.
Beacon Pointe assists organizations with 401(k), 403(b), and non-qualified deferred compensation plans, providing plan evaluation and fiduciary oversight, performance management and monitoring, and committee and plan participant education.
Advisor Partnerships.
The firm collaborates with independent RIAs and wealth advisors, offering growth opportunities and synergies, long-term succession planning, and enhanced lead flow and operational efficiencies.