Multi-generational Life and Legacy Planning
Ask any client to define wealth, and nine times out of ten they will describe wealth as far more than money or their portfolio, but also their time, talents and experiences built up throughout life. Through our allWEALTH® process, we help clients use all of their wealth to live a great life and create a legacy worth leaving behind.

Defining Family Missions

Coordinating Investment Plans

Lasting Impact Initiatives

  • Time
  • Passions
  • Resources
“Wealth is the ability to fully experience life.” – Henry David Thoreau

Life and legacy goals, including multi-generational wealth planning, are very important to many of our clients and usually what drives the investment portfolio setup.  We can assist you with investment strategy execution and the construction of a financial plan that ensures your retirement needs are met while taking into consideration your desire to help and protect the loved ones around you.

Our allWEALTH® process allows our advisors to go beyond the macro goals of planning and investing for the financial security of our clients and their families. We take a look at the entire picture, from planning healthcare cost coverage to addressing life-enhancing micro-goals that might divert resources for the following objectives: improving family relationships, allowing more time to use gifts and talents to help improve the lives of loved ones, or using those gifts and talents to contribute to causes close to the heart.

Understand Your Financial Picture
Prioritize What’s Important to You
Review Scenarios & Set Your Course

Goals Without Action are Only Dreams
Know What Steps to Take, Why to Take Them, and When to Act

Knowing What Matters to You
Perspective to Keep You On Track
Help You to See Risk & Opportunities

Access to Your Online Financial Dashboard
Coordination with Outside Professionals
Facilitation of Family-Key People Meetings

Quick, Actionable Resources to Incorporate Children into Family Financial Conversations

Personal Finance Wellness Workbook

Organizing Vital Family Information

WAI News & Events
Kelly DiGonzini Joins WIN Council
Beacon Pointe Advisors Director of Financial Planning, Kelly DiGonzini, CFP®, MST, Appointed to the Women’s Initiative Council of the CFP® Board Center for Financial Planning

Beacon Pointe Advisors (“Beacon Pointe”) is delighted to announce that Kelly DiGonzini, CFP®, MST, has become one of the newest members of the Women’s Initiative Council (WIN) at the CFP® Board Center for Financial Planning, which advises the Center on creating initiatives and supports efforts to increase the number of women entering the financial planning profession.

Women of Influence Award
Greater Irvine Chamber of Commerce ‘Women of Influence’ Award

Extended Care/Long-Term Care planning is not just about covering the cost of care. There are many aspects to consider before an LTC event occurs to help ensure your wishes are fulfilled and that everyone involved is prepared. The below Q&A provides additional information that may help you with your planning journey.

Connect with Us

We are here to be a trusted resource for you.  Please email us if our advisory team can be of service to you and your family.


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