Small Business Owner Big Dilemma
Client Situation: Mark is a 65-year-old single father who has built a substantial net worth through his small business. He…
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A Widow and a Blended Family Responsible for Navigating a Complex Estate
Client Situation: Kathleen went through the difficult process of losing her beloved husband. As a widow at 62 years old, with…
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Young Couple Catching Up on Retirement Savings
Client Situation: Dr. Smith and his spouse, Abby, finally feel like their life has settled down a bit. After Dr.…
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A Couple with SRI/ESG Impactful Investing Dreams
Client Situation: Middle-aged couple with grown kids, and both spouses recently retired from the IT industry. The couple is very…
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Next-Gen Becomes Family Financial Decision-Maker
Client Situation: Joy recently went through the difficult process of losing her beloved mother. Her father is in the Philippines,…
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A Foothold in the Tri-State Area: Beacon Pointe’s Largest M&A Deal to Date
Newport Beach, CA – Monday, April 1, 2019 – Beacon Pointe Wealth Advisors (BPWA), a comprehensive advisory firm and national enterprise…
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Captives, Shaping the Future – Beacon Pointe at the CICA Conference
Garth Flint, Beacon Pointe Co-Founder and Institutional Investment Consultant, recently attended the Captive Insurance Company Association (CICA) Conference held in…
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Beacon Pointe Attends Watermark Conference for Women in Silicon Valley
Beacon Pointe was an exhibitor at this year’s Watermark Conference for Women in Silicon Valley. Our firm was represented by…
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Active vs. Passive Investment Discussions at the California State University AOA Conference
Beacon Pointe’s Institutional Consulting Services Group attended the 2019 Auxiliary Organizations Association (AOA) Conference for the sixth year in a row. Beacon…
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