What We Do
Beacon Pointe Advisors is an independent Registered Investment Advisory (RIA) firm with extensive experience working with both institutions and wealthy families. Our firm was founded by a team of professionals from different areas of the industry – including investment management, institutional consulting, financial planning, and wealth management – who believe that aligning our values alongside those of our clients is essential for achieving clients’ investment objectives. Beacon Pointe Advisors was founded upon the principles that by always acting in the best interests of clients, goals optimize and success is imminent. We deliberately structured ourselves in an independent manner, absent any broker-dealer, to maximize our ability to provide our clients peace of mind, with objective and unbiased oversight of their assets.
The legends you leave behind for your grandchildren can be implemented in a way that supports both their personal and financial growth as an individual. Goal setting and clear expectations are…
Beacon Pointe’s “Paid Day of Service” policy has immediately granted all employees an additional paid day of leave for the purpose of volunteering for a 501c3 charity, foundation or endowment organization.
As a parent, our role is to love our children while teaching them skills that will benefit them throughout their lifetime. Inclusive of this role is teaching our children personal finance.