Beacon Pointe Wealth Advisors LLC (BPWA), a wholly owned subsidiary of Beacon Pointe Advisors.
BPWA was created for the purpose of providing a solution for those wire house brokers looking to be independent and the smaller RIAs desiring to merge or affiliate with a larger firm. BPWA is offering a Turnkey Asset Management Platform (TAMP) and has attracted its first client, Pacific Pointe Advisors of Santa Barbara. Pacific Pointe will be leveraging Beacon Pointe’s back office administration, research, and reporting resources.
Matt Cooper, Partner of Beacon Pointe Advisors has been appointed President of BPWA and asked to lead the effort with the full support of the Beacon Pointe team. “The silver lining on last year’s market is the ability for large independent firms such as Beacon Pointe Advisors to compete for talent and to leverage their resources.”– Matt Cooper.
Beacon Pointe Advisors, founded in 2002 and headquartered in Newport Beach, California, is one of the nation’s largest Registered Investment Advisory firms with assets under management in excess of $4 billion.
Contact: Matt Cooper, President Beacon Pointe Wealth Advisors
Beacon Pointe Advisors
24 Corporate Plaza
Newport Beach, CA 92660
About Beacon Pointe:
Beacon Pointe is one of the largest independent Registered Investment Advisory firms (RIAs) in the nation working with institutions, defined contribution plans, individuals and families. We provide full service financial planning and research driven investments allowing our clients to make important and informed strategic decisions. We are 100% employee-owned and we accept no fees from the investment managers we recommend to our clients. This ensures our fiduciary duty is upheld and our clients’ best interests are the driving force in our relationship.
Our mission is to provide comprehensive, objective investment advice and financial guidance that is focused on asset preservation and enhancement through the implementation of sophisticated investment strategies and the selection of what we believe to be superior investment managers.
Our employees are the FACES of Beacon Pointe:
Family-oriented, Ambitious, Collaborative, Entrepreneurial, Service-minded