Meet Our Advisory Team

Beacon Pointe Advisor Team, led by Grant Hartvigson, is truly incredible and exceeds expectations. Extremely knowledgeable and confident, with a complete and customized plan, with sound and responsible advice. I have complete trust in the direction of our plan, and feel as if I am their only client, with the attention and communication of me and our account. We have had great success and look forward to many years together as a true financial partner.

Grant Hartvigson of Beacon Pointe Advisors has worked with us for nearly thirty years to manage our finances and secure our financial future. Grant has always paid careful attention to our financial goals, managed our finances with professionalism, knowledge, and attention to detail, and always made us feel as if we were his only clients. He has always taken the time to carefully and thoughtfully answer our questions and to provide invaluable advice. In a word, Grant is the “best.”

We have been working with Grant Hartvigson, our Beacon Pointe advisor, for more than 18 years. We trust his advice and he listens to our ideas. When we have questions he is prompt in his replies. We are kept well informed at regular intervals. It has been a very successful relationship that we are fortunate to have.

Grant Hartvigson and James Simone are terrific wealth advisors. They come up with new and innovative ideas to protect our investments and provide excellent returns. We really like the way they listen to our concerns and point out ways to help our family.

I’ve been working with Kimberly at Beacon Pointe for a year now, and I couldn’t be happier with the results. She has expertly managed my finances, helping me reach my early retirement goals. Kimberly makes understanding financial options and strategies easy, and she approaches challenges with intelligence and creativity. Thanks to her guidance, my financial portfolio has seen significant growth. Highly recommend!

I love working with Kimberly at Beacon Pointe Seattle. I feel like my investments are in very good hands. She understands my goals, provides useful updates, answers all my questions, and is incredibly personable – it’s a pleasure to connect with her at our quarterly meetings. I highly recommend Beacon Pointe and Kimberly.

We have been with Kimberly for many years. We would not be where we are without her. She’s so professional and helpful with all our needs. It’s a tough road to navigate, and we are so grateful for all she has done for us.

My husband and I have worked with Kimberly Arnesen for many years and honestly, she is brilliant. When meeting with her, she listens, is prepared and has good ideas and strategies that have helped us. When emailing her, she is very prompt in responding. She never makes us feel like we don’t know or understand things. We have our adult children now going to her also and they feel confident with her and trust the advice she offers. Kimberly is steady, personable and very knowledgeable. We highly recommend her.

Clear, concise information and guidance that is easily digestible. Always a pleasure to meet with our advisor, James Simone. He is very competent and knowledgeable, and we appreciate his candor and advice.

Beacon Pointe Advisors are a talented, distinguished, reputable, experienced, and knowledgeable team of financial advisors who are committed to, and practice a client-first approach. We would not be in the strong financial situation we find ourselves today without Beacon Pointe guiding us along our journey toward financial independence.