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Catholic Wealth Management Services

Our Beacon Pointe advisory team can works with Catholic and faith-based clients who wish to align financial decisions with their personal values and long-term goals. Our Catholic roots run deep, and we support clients who request a faith-aligned planning investment approach. We have been using our financial planning expertise for decades, to help Catholic clients integrate values-based preferences into a prudent, goals-based financial plan and investment approach.
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Questions We Can Help Answer

We help answer important questions related to your financial plan, investment approach, and long-term goals, tailored to each client’s stated values and objectives.

How can we structure our financial plan to reflect long-term priorities and values?
How do we balance spending, saving, giving, and lifestyle goals in a sustainable plan?
How can our financial decisions support family goals, community commitments, and philanthropic intent?
What legacy planning strategies can help align our estate and charitable goals with our values?
How do we align our financial plan and investment approach with our values-based preferences while staying focused on risk, diversification, and long-term goals?

Beacon Pointe works with Catholic clients to help them properly apply screening services for the main concerns that the United States Conference of Catholic Bishops (USCCB) has outlined for investment managers. Every quarter, Beacon Pointe client investment portfolios are reviewed periodically using available screening data to help align holdings with the USCCB standards when requested by the client; values-based screening relies on third-party information and may involve limitations.

Our Main Screening Topics

Common Values-Based Screening Topics

  • Human Dignity and Flourishing
  • Abortifacients
  • Abortion Data
  • Explicit-Content Related Screens
  • Stem Cell Research Data
  • Euthanasia Data
Protecting Against Human Catastrophe

Protecting Against Human Catastrophe

  • Nuclear Weapons Data
  • Chemical Weapons Data
  • Biological Weapons Data
  • Mines
Stewardship of Creation's Resources

Stewardship of Creation’s Resources

  • Climate Protection Data
  • Economic Justice Data
  • Community Reinvestment Act Data
While many faith-based investors believe values-based screening is an important part of their overall investment approach. We support clients by coordinating values-aligned proxy voting and engagement practices where applicable, recognizing outcomes cannot be guaranteed.

Institutional Consulting Services for Catholic and Faith-based Entities

Beacon Pointe is dedicated to providing thoughtful investment guidance and comprehensive consulting services to catholic and faith-based institutional clientele. The Beacon Pointe Institutional Consulting Group acts as a collaborative partner supporting your internal staff. We partner with institutional clients either in an advisory (non-discretionary) capacity, an outsourced CIO (discretionary) capacity, or through a hybrid approach. We also specialize in policy development, cash flow and strategic planning, the alignment of investment objectives with well-constructed portfolios, as well as other mission-critical efforts and value services such as non-profit fundraising best practices and financial education.

Since our company’s inception in 2002, our Beacon Pointe team has had the privilege of working alongside Catholic and faith-based entities spanning across the United States. A few examples of faith-based organizations we serve:

Archdiocese of San Francisco

Diocese of Oakland

Diocese of Sacramento

JSerra Catholic High School

Mater Dei High School

Saint Andrew’s Episcopal Church

Sisters of the Presentation

Important Disclosure: The organizations listed are current or former faith-based institutional clients of Beacon Pointe Advisors, LLC, and are shown with permission, where applicable. The inclusion of these organizations does not constitute an endorsement or recommendation of Beacon Pointe Advisors, LLC. Services provided to these clients vary and depend on the terms of the applicable advisory or consulting agreement. Client experiences may differ, and no inference should be drawn regarding investment performance or results.

Your Dollars, Our Sense: A Catholic Guide to Personal Finance & Wealth Management

A Catholic Journey Through Investing Your Time, Talents and Treasure

Module 1: Introduction to Faith-Based Investing and Financial Planning
Module 2: Financial Essentials
Module 3: Marriage & Finances
Module 4: Retirement Planning
Module 5: Tax Planning
Module 6: Philanthropy
Module 7: Family & Asset Protection

Start Reading Today

Important Disclosure: This publication was authored by certain Beacon Pointe team members in their personal capacity. The views expressed are those of the authors and do not necessarily reflect the views of Beacon Pointe Advisors, LLC. The book is provided for general educational purposes only and does not constitute investment, legal, tax, or religious advice, nor does it represent an endorsement or recommendation by Beacon Pointe Advisors, LLC. Availability of this publication does not create an advisory relationship.

Schedule Your Complimentary Faith-Based Consultation

Schedule a complimentary consultation to discuss your financial goals and values-based preferences.