Prudent Purse Series Event Recap: How to De-Stress & Reduce Taxes

Our Prudent Purse Series – “Spring Cleaning! Learn How to De-Stress and Reduce Taxes by Organizing Your Investments” – was a wonderful event filled with great presentations and conversation, lots of Q&A, and delicious appetizers and refreshments!

Karen Sarten speaking at our prudent purse event

We hope you can join us for one of our future Prudent Purse Series events!

Karen Sarten speaking at our prudent purse event

Check out our Financial Tips page for financial resources available to you, your family and your friends!

About Women’s Advisory Institute:

We are moms, daughters, wives, sisters and friends. We’re also business owners, financial planners, investment advisors and lawyers. We understand you because we are just like you.

Founded in 2011, the Beacon Pointe Women’s Advisory Institute (WAI) was formed with the commitment to providing female clients and their families with peace of mind and the ability to meet their long-term life and legacy goals. We also specialize in helping clients through monumental life transitions. Whether a client needs comprehensive financial planning or investment strategy execution, or both, the Beacon Pointe advisory team has the resources and expertise to design an approach tailored to you.

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

IMPORTANT NOTICE:

You are now leaving the website of Beacon Pointe Advisors and will be entering the website for Institutional Intelligent Portfolios®, an automated investment management service made available to you exclusively through Beacon Pointe Advisors. Beacon Pointe Advisors is independent of and not owned by, affiliated with, or sponsored or supervised by Schwab. Schwab has no responsibility for the content of Beacon Pointe Advisors' website. This link to the Institutional Intelligent Portfolios website should not be considered to be either a recommendation by SPT, Schwab, or any of their affiliates, or a solicitation of any offer to purchase or sell any security.

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