New York, NY

Meet Our Advisory Team

Rockefeller Center – One Rockefeller Plaza, Suite 1030, New York, NY, 10020, USA

Our New York-based financial advisors offer personalized financial planning and investment management services to individuals and families. We help our clients make confident, informed decisions about their finances, whether they’re preparing for retirement, planning their estate, or growing generational wealth. Our team has deep experience serving professionals in New York City, working with business owners and entrepreneurs, as well as retirees and pre-retirees. We are also proud to serve women, specifically those going through major life milestones such as losing a spouse, the birth of a grandchild, or going through a divorce or remarriage. If you’re searching for a financial advisor in New York, NY, our team is ready to support you and your financial goals.

(212) 574-4070

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What Our Clients Say

Hear directly from the individuals and families we serve about the trust, guidance, and personalized experience they’ve found working with our team.

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.