Beacon Pointe Announces a New Dallas Metro Hub; Connecting Coasts
A $340M AUM Firm, Ironmark Advisors Merge into Beacon Pointe Wealth Advisors
Newport Beach, California – October 3, 2016 – Beacon Pointe Wealth Advisors (BPWA), a comprehensive wealth advisory firm and national enterprise building partnership, announces a merger and establishment of a regional hub located in Dallas, Texas. Bo Ward, CFP® and Eric Witte, CFP®, founders of Ironmark Advisors, a $340M AUM firm, has merged with BPWA as Partners. The Dallas Texas addition connects Beacon Pointe’s bicoastal presence, acting as an anchor for serving clients located in the south central U.S. and boosting Beacon Pointe Wealth Advisors total assets under management to just over $2 Billion.
“Beacon Pointe brings the best resources for growth and expansion, but more importantly, they value their clients and their team. These were imperative traits that we looked for in a partner firm as we decided to focus on our next chapter of growth and better serving our clients in the Dallas area,” Ward says.
Prior to co-founding Ironmark Advisors in 2006 as a Managing Partner, Ward worked at American Express as a Senior Financial Advisor. Witte, also a Managing Partner of Ironmark, brings additional experience from the financial services industry having also begun his career at American Express, where he built a financial planning practice with client relationships in the Dallas area of which he still serves today.
“Competition for clients and talent will only increase in the coming years,” states Witte. “Joining Beacon Pointe gives us the scale and resources to compete and allows us to best serve our clients and grow our business both organically and in-organically.”
In addition to Witte and Ward, the Ironmark team that joins Beacon Pointe includes Senior Wealth Advisor Samuel Mitchell, CFP®, Operations Manager Nathaniel Brown and Client Service Manager Kris Sabo.
About the Beacon Family of Companies
Beacon Pointe Wealth Advisors (BPWA) is a national enterprise building partnership dedicated to helping wealth advisors grow their businesses throughout the country. Through shared ownership and affiliation with Beacon Pointe Advisors (BPA), one of the nation’s largest independent Registered Investment Advisors (RIAs), Beacon Pointe Wealth Advisors allows its partners to leverage BPA’s resources and is able to deliver a distinctive investment approach comprised of some of the country’s leading investment managers. Beacon Pointe Advisors’ mission is to provide highly professional, comprehensive and objective investment and financial advice for both institutions and wealthy families. The Beacon Pointe family of companies, including BPA and BPWA, have over $9.5 billion in combined assets under management (AUM for BPA ($7.5B), AUA for BPA ($530M), and BPWA ($1.5B) as of 3/31/16). For more information on Beacon Pointe please visit www.beaconpointe.com. Twitter: @BPWealthAdvisor