Investment Advisory Services, Financial Planning, Wealth Management and Retirement Plan Services in Santa Cruz, CA and the San Francisco Bay Area.
Beacon Pointe is a Santa Cruz based wealth advisor and is one of the largest Registered Investment Advisor firms (RIAs) in the nation working with institutions, defined contribution plans, individuals and families. Our team of investment advisors and financial planners in Santa Cruz focuses on full service financial planning and research driven investments.
Our fiduciary responsibility to clients and our holistic allWEALTH® approach addresses all aspects of your financial well-being including but not limited to wealth and retirement planning, estate and tax strategy planning, insurance reviews and risk assessments, charitable giving and education planning, values-based (SRI/ESG) investing, life transition support for divorcées and widows, financial planning for business owners and multi-generational family wealth and legacy planning.
We look forward to connecting with you virtually or at our Santa Cruz office to see how best we can assist you with your investment portfolio and financial planning needs.
Connect with one of our trusted Financial Advisors in Santa Cruz.
We are here to be a partner with you on your personal wealth journey. Please contact us if we can be of service.