Catholic Wealth Management Services

Our Beacon Pointe advisory team can guide you with grace to best use your time, talents, and treasures to live faithfully and fully in God’s vision. Our Catholic roots run deep, and we have an opportunity to share our financial knowledge with our faithful community. We have been using our financial planning expertise for decades, harmonized with secular teachings to enhance the lives of the Catholic families and organizations we work with.

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Questions We Can Help Answer

We help answer the real, important questions related to your financial well-being and are keen on building the lives our catholic and faith-based clients envision for themselves.

In this consumer society, how can I develop a healthy detachment from things and avoid the temptation to assess who I am and what I have?

How do I strike a balance between labor and leisure that enlarges my capacity for friendships, for family life, for community?

How do we ensure our resources are being spent in alignment with our values?

How do we combine our financial life with or spiritual life and how do we make sure those two do not contradict each other?

How should we use our resources to help us achieve our monumental goal in life: Heaven?

How do my economic choices contribute to the strength of my family and community, to the values of my children, to a sensitivity to those in need?

In this consumer society, how can I develop a healthy detachment from things and avoid the temptation to assess who I am and what I have?

How do I strike a balance between labor and leisure that enlarges my capacity for friendships, for family life, for community?

Beacon Pointe works with Catholic clients to help them properly apply screening services alongside proxy voting services for the main concerns that the United State Conference of Catholic Bishops (USCCB) has outlined for investment managers. Every quarter, Beacon Pointe client investment portfolios are reviewed with a high level of scrutiny to ensure investments are not in violation of USCCB standards – we uphold this standard for every client that invests with Catholic Values.

Our Main Screening Topics

Human Dignity and Flourishing
Abortifacients
Abortion Data
Pornography Data
Stem Cell Research Data
Euthanasia Data
More…

Protecting Against Human Catastrophe

Nuclear Weapons Data
Chemical Weapons Data
Biological Weapons Data
Mines
More…

Stewardship of Creation’s Resources

Climate Protection Data
Economic Justice Data
Community Reinvestment Act Data
More..

While history has proven that screening companies that do harm has been prudent for faith-based portfolio management, our Beacon Pointe team does not believe it to be enough. We work closely with clients and are actively engaged in proxy voting efforts, measuring positive impact, and promoting true behavioral change to give the next generation a strong reflection of faith-based Catholic values.

Institutional Consulting Services for Catholic and Faith-based Entities

As an independent advisory ﬁrm dedicated to providing thoughtful investment guidance and comprehensive consulting services to catholic and faith-based institutional clientele| New Window, the Beacon Pointe Institutional Consulting Group acts as a proactive partner and an extension of 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 inception in 2002, our Beacon Pointe team has had the privilege of working alongside Catholic and faith-based entities and today is now a steward of more than $2 billion of faith-based client assets, spanning across the United States. A few examples of faith-based organizations we serve:

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Archdiocese of San Francisco

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Diocese of Sacramento

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Diocese of Oakland

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JSerra Catholic High School

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Sisters of the Presentation

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Mater Dei High School

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Saint Andrew’s Episcopal Church

News & Updates

Coming Soon 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