Generational Wealth Planning for Families & Inheritors

My Beacon Pointe advisory team has been there for me through many life transitions and even tragedies. I don’t know what I would have done without them. They don’t just treat me as a client but as a friend.

After my husband passed away, I was truly grateful for the recommendation to Beacon Pointe. Three years later, I’ve not only seen significant growth in my investments but have also been supported by a team of smart and compassionate advisors. They’ve been there for everything—from answering my questions to proactively adding funds to my account for property taxes. It doesn’t get better than this!

My family and I have been using Beacon Pointe Advisors for over 20 years. At a young age, I would tag along with my grandmother to her meetings. I distinctly remember their kindness and personalized attention they provided her. They truly listen and take the time to help you reach your goals. Investments and planning could be intimidating and overwhelming. When my grandmother passed, Beacon Pointe went above and beyond to assist me in getting my grandmother’s financials organized. I cannot thank them enough for guiding me during such a difficult time. I highly recommend Beacon Pointe Advisors; with their expertise they have helped my family invest, plan our retirement strategy, manage assets, and build financial growth.

I have been with my Beacon Pointe advisory team for over seventeen years. They were with me when my husband passed away, and they helped keep me financially stable while I raised two young children. My twin boys are now seniors in college. Recently, my advisor generously spent time speaking with my son about career paths. For me, the biggest strength that this entire group has is their personalized approach to each client. I have full confidence that the decisions they make about my investments are sound. I do not worry as the market fluctuates, and it feels as if they anticipate my financial needs before I do myself. I call my advisory team when I have random questions about my accounts or need help in financing the purchase of my dream home. They are quick to come up with solid solutions. I always feel like they are on my side, striving to help me and my boys live their best lives.

Since working with Beacon Pointe, we have complete confidence that our financial objectives are being achieved. The team is always available for addressing questions or changes to our specific needs. The level of service is exceptional. I cannot think of any area where we could be better served. The team provides financial security and investment knowledge. They are personally involved with our family, serving multiple generations, and is aware of the different individuals current and future needs.