Bonding with Clients through an American Whiskey Tasting!

Last Week on November 1st, Beacon Pointe hosted an American Whiskey Tasting at Phat Scooters in Phoenix, Arizona for clients and contacts. The evening started off with a brief presentation, by our Managing Director Jim Davenport. Jim introduced Beacon Pointe and all the firm’s service offerings including, but not limited to customized investment management and comprehensive financial planning. This was followed by a wonderful selection of whiskey’s hand selected by our presenters Aaron DeFeo and John Christie. The whiskey meisters did a phenomenal job explaining the origin and flavor composition of each whiskey. We worked our way through several different makers: Breckenridge, Four Roses, Hudson, Whistle Pig, and Stranahan’s. After the presentation we can gladly say we’ve all improved the sophisticated of our pallets for whiskey! Each attendee also walked away with a copy of Beacon Pointe’s international best-seller, “Your Dollars, Our Sense,” and had the opportunity to speak one-on-one with a financial advisor.  Thank you to all our guests for making it such a fun and successful event!

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.


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