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Our allWEALTH® Approach
is designed to align your life and your wealth through a focus on three key areas.
Access to Institutional Quality Investments
Fulfilling Life and Legacy Planning
Impact Initiatives that Make a Difference
Industry Awards & Recognitions
Clients We Serve
Multi-Generational Families
Being financially secure is more than knowing your risk tolerance, having an investment portfolio in place, or saving for retirement. It’s about aligning your wealth to fuel your life and legacy goals. Let us help you and your loved ones put your best plan forward.
Entrepreneurs & Business Owners
Running a business can be exhilarating but all-consuming. Let us help you protect your family and your business by building a plan that considers your full financial picture.
Individuals in Life Transitions
Life changes. We understand the complexities of life including the death of a spouse, the birth of a grandchild, going through a divorce, or the sale of a business. We partner with you to help create a plan that covers “what ifs” life throws your way.
allWEALTH® Advisory Services
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. 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 look at the entire picture, from planning to cover healthcare costs to addressing life-enhancing micro-goals. Diverting these resources towards improving family relationships, spending more time using gifts and talents to improve the lives of loved ones, or contributing to causes close to the heart can truly have a positive impact on our clients’ lives. We aim to help our high-net-worth clients align their wealth to their goals and values through defining family missions and keeping those missions at the forefront of our advice and coordinated investment plans.
• Financial situation assessment
• Financial planning offerings to help clients achieve life and legacy goals
• Determining the appropriate asset allocation and designing customized investment portfolios
• Monitoring of investments on an ongoing basis and making adjustments as necessary
• Providing easy-to-understand reports to track progress
We understand that no two clients are the same. As a Beacon Pointe client, we endeavor to provide you with the peace of mind that your unique life and legacy goals will be at the forefront of an investment plan that supports your financial needs and aspirations with every stage of your financial life in mind.
Access to Institutional Quality Investments
Beacon Pointe’s disciplined, institutional-quality investment advisory services are based upon proprietary macroeconomic research and quantitative asset allocation reviews that allow us to build customized, optimal portfolios for our private clients that identify opportunities and mitigate risk. Our experienced Investment Committee is comprised of the most senior investors at the firm and oversees a process that delivers academically rigorous, cyclically adjusted strategy portfolios. Strategies are designed to generate above-average risk-adjusted returns over a full market cycle, and are constructed using separately managed accounts, proprietary funds that offer access to unique investment opportunities, mutual funds, and ETFs.
Private Clients of Beacon Pointe are provided unique access to institutional quality research and investments.
• Clear, Objective Investment Advice led by Chief Investment Officer Michael Dow, CAIA, CFA
• Strategic and tactical Asset Allocation Programs
• Alternative Investment Strategies
• Active & Passive Investment Strategies
• Impact Investing (SRI / ESG) Investment Strategies
• Institutional Strategies at Negotiated Lower Minimums and Fees
Our investment philosophy and process is designed to help produce the investment results you need to achieve your life goals.
Fulfilling Life and Legacy Planning
Beacon Pointe works closely with clients to help them develop a clear understanding of their finances and reasonable expectations for their financial futures. This work helps set a path to achieving their goals, simplifying their financial lives and allowing them to make smart choices through informed decisions. The goal for our clients: peace of mind.
Areas of Planning Focus
- Tax-Optimized Portfolio Review
- Customized Asset Allocation Strategies
- Estate Planning & Generational Wealth Transfers
- Insurance Reviews & Protection Needs
- Guidance through Major Life Transitions
- Charitable Giving
- Education Planning
Impact Initiatives that Make a Difference
Many clients are committed to impact initiatives personal to their passions, and the Beacon Pointe advisory team works to express these values in client portfolios. Beacon Pointe assists clients with determining what matters most to them and creates a customized portfolio and financial plan to help achieve them.
- Values-Based Investing (ESG / SRI investments)
- Charitable Giving
- Women’s Advisory Institute
- Jump-Starting Next-Gen
- Supporting Veteran’s & Military Families
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A monthly market newsletter designed to provide you with a brief update on the macroeconomy including market and asset class movement.
Objective
As a fiduciary, our priorities are crystal clear. Beacon Pointe provides objective investment guidance, putting the needs of our clients at the forefront of everything we do.
Prudent
Portfolios are invested within the guidelines set by Beacon Pointe’s Investment Committee and chosen in a manner believed to best meet each of our clients’ life and legacy goals while taking the least amount of risk possible.
Experienced
Beacon Pointe professionals are knowledgeable and experienced, comprised of a mix of degrees and certifications including Certified Financial Planners™ (CFP®), Chartered Financial Analysts (CFA), as well as tax, divorce and estate planning specialists.
Needs Based
No model portfolios, no templated advice. Rest assured knowing our team crafts an investment and financial planning experience that is custom-tailored to your unique needs, goals, circumstances and preferences.
Connect with one of our trusted Advisors.
We are here to be a partner with you on your personal wealth journey. Please contact us if we can be of service.
Important Disclosure(s):
For information about industry awards and rankings please see Important Disclosures.
‘Your Dollars, Our Sense’ was authored by the women of Beacon Pointe Advisors. The rankings relate only to the book and should not be interpreted as a recommendation or endorsement of Beacon Pointe’s advisory services. Beacon Pointe Advisors did not pay to participate in any award or survey. Barron’s and Financial Planning Magazine are not current clients of Beacon Pointe; additionally, the publications mentioned above are not being compensated for the endorsement of ‘Your Dollars, Our Sense.’ Investing involves risks, including but not limited to the potential for the permanent loss of principal.
