Beacon Pointe Semi-Annual Leadership Summit Fall 2017

Twice annually, Beacon Pointe leadership from around the nation come together for a two-day immersive session covering best practices across the firm, industry norms, challenges and trends and collaborate on ways to continually build upon Beacon Pointe’s firm culture, service offerings and experience for our clients.

This fall – September 2017 – all Beacon Pointe managing directors and department heads met for this strategic meeting in Boston, MA at Fidelity Headquarters located at the Boston World Trade Center.  In addition to the productive leadership meetings, Beacon Pointe conducted some team bonding at one of MLB’s iconic ballparks, Fenway Park!  Also, while in Boston, the Beacon Pointe team took a private tour of Fidelity’s Chart Room and the Fidelity Lab: Center for Applied Technology.

The future is bright for Beacon Pointe – for our team, for our clients.  We are excited for what is in store for the next decade!

About Beacon Pointe:

Beacon Pointe is one of the largest independent Registered Investment Advisory firms (RIAs) in the nation working with institutions, defined contribution plans, individuals and families. We provide full service financial planning and research driven investments allowing our clients to make important and informed strategic decisions. We are 100% employee-owned and we accept no fees from the investment managers we recommend to our clients. This ensures our fiduciary duty is upheld and our clients’ best interests are the driving force in our relationship.

Our mission is to provide comprehensive, objective investment advice and financial guidance that is focused on asset preservation and enhancement through the implementation of sophisticated investment strategies and the selection of what we believe to be superior investment managers.

Our employees are the FACES of Beacon Pointe:

Family-oriented, Ambitious, Collaborative, Entrepreneurial, Service-minded


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