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Find Your Financial Advisor in New York, NY

Your financial future deserves more than guesswork
From comprehensive wealth management to elevated family office services, our New York team delivers personalized guidance
built around your life, your goals, and what matters most.
Schedule Your Complimentary Consultation Find an Office Near You

No obligation. No pressure. Just a conversation about your future.

Our New York Offices

Find the Beacon Pointe office closest to you in New York, NY.

Financial Planning - New York, NY
Meet the Team
Meet the Team

Testimonials

Been a client of Beacon Pointe for 5 years now and have always had a very strong return. They are very realistic when managing expectations while being very thorough in their fund management. My rep is always available to speak and gives me a lot of his attention unlike the bigger wealth managers that tend to make you feel like just another number. I would highly recommend this firm.

Important Disclosure: Testimonials were provided by current Beacon Pointe clients who are not being compensated. No material conflicts of interest exist, as the clients did not receive any material incentives or benefits for the testimonial. Testimonials are based on an individual’s experience with the firm and are not representative of any other person’s experience. These testimonials do not guarantee a level of success, nor do they guarantee that all clients will have the same experience. 

Wealth Management

You’ve Worked Hard to Get Here.
Now Let’s Protect What You’ve Built.

Whether you are building assets for the future or seeking to protect, enjoy, and pass on the wealth you’ve created, you deserve a New York financial advisor who puts your goals at the center of every decision.

Ensure Retirement Income

Build a reliable income stream so your retirement lasts as long as you do without compromise.

Maximize Wealth Transfer

Pass on your legacy to the people and causes you love with strategic planning and tax efficiency.

Reduce Tax Burden

Proactive tax strategies woven into every recommendation so you keep more of what you earn.

Create and Preserve Wealth

Pass on your legacy to the people and causes you love with strategic planning and tax efficiency.

Protect Against the Unexpected

Ensure you have the right coverage that protects your family, assets, and business from unforeseen risks.

Gain Peace of Mind

Take a deep breath knowing your financial needs and aspirations are planned for during every stage of your life.
Our advisors across New York offer a full spectrum of wealth management services designed to address the real challenges you face.
Schedule a Complimentary Financial Review Today

Choose the Solutions That Fit Your Life

Every client’s situation is different. That is why we offer two distinct paths — each backed by the same trusted New York wealth advisory team with deep expertise and a nationally recognized investment platform.

Wealth Management

Comprehensive Wealth Planning and Investment Management


For individuals and families seeking a trusted partner to build, manage, and protect their wealth with a personalized financial plan.
  • Personalized Financial Planning
  • Retirement Income Strategies
  • Investment Management on an Open Platform
  • Tax, Estate, and Insurance Planning
  • College Funding and Stock Option Strategies
Explore Wealth Management Solutions

Private Office

A Private Family Office Experience for Significant Wealth


For ultra-high-net-worth families and multi-generational wealth requiring a sophisticated, white-glove approach to preserving and growing their legacy.
  • Dedicated Family Office Team
  • Complex Estate and Wealth Transfer Planning
  • Access to Private Equity, Hedge Funds, and Alternative Investments
  • Family Governance and Next-Generation Education
  • Concierge Lifestyle Management Services
Explore Family Office Solutions
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Why New York Families Trust Us

One Firm. One Team. Built Around You.

We created the allWEALTH® process to serve you, because at Beacon Pointe, we believe wealth is far more than a portfolio — it’s your time, your talents, and the experiences you’ve built throughout life.

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Objectivity

We work solely for our clients. As a fiduciary, Beacon Pointe makes recommendations based on your needs — not what investment products can be sold to you.

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Knowledge

Our advisors hold some of the most respected designations in the industry — CFP®, CFA,
CIMA®, CDFA®, CPA, and many more.

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Experience

Decades of experience working with New York executives, physicians, attorneys, business owners, professional athletes, trust beneficiaries, and many other clients.

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Nationally Recognized. New York Proud.

We have been named to D Magazine’s “BEST FINANCIAL PLANNERS IN DALLAS” time and time again.
View Our Awards & Accolades

Your New York Managing Directors

Schedule a Confidential Consultation.

We are advisors who recognize that financial journeys are as unique and dynamic as the clients who lead them. Our New York advisory team offers a full spectrum of wealth management services designed to address the real challenges you face. Connect with us. We’d love to hear from you.

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