Investment Advisory Services, Financial Planning, Wealth Management and Retirement Plan Services in Westlake Village, California
Westlake Village Team
Beacon Pointe is a Westlake Village based wealth manager and is one of the largest independent Registered Investment Advisory firms (RIAs) in the nation working with institutions, defined contribution plans, individuals and families. Our team of investment advisors and financial planners in Westlake Village focus on full service financial planning and research driven investments.
Our fiduciary responsibility to clients and our holistic wealth approach covers 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, life transition support for divorcees and widows, financial planning for business owners and multi-generational family wealth and legacy planning, and socially responsible investing.
We look forward to connecting with you at our Westlake Village office to see how best we can assist you with your investment portfolio and financial planning needs.
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We are here to be a partner with you on your personal wealth journey. Please contact us if we can be of service.