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“From Success to Significance”
From Success to Significance: Identify and Manage Business Risk to Maximize Value In Your Wealth Management Firm
#Success2Significance
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
Dedication to Service
The Beacon Pointe team is dedicated to delivering a superb service experience to every client. We understand the importance of being responsive, proactive and strive to go the extra mile to meet the needs of our clients.
Private Wealth Management
Investment Selection and Portfolio Management
Comprehensive Strategic and Financial Planning
Insurance Assessments and Risk Planning
Ongoing Monitoring and Oversight
Institutional Consulting
Investment Policy Statements
Asset Allocation Modeling
Investment Manager Search and Selection
Performance Management and Monitoring
Board, Committee, and Staff Education
Advisor Partnerships
Growth Opportunities and Synergies
Long-Term Succession Planning
Back Office Resources and Support
Enhanced Lead Flow and Operational Efficiencies
Retirement Plan Services
401(k) & 403(b) Plan Evaluation
Fiduciary Oversight and Operational Efficiency
Investment Manager Search and Selection
Performance Management and Monitoring
Committee and Plan Participant Education
About Women’s Advisory Institute:
We are moms, daughters, wives, sisters and friends. We’re also business owners, financial planners, investment advisors and lawyers. We understand you because we are just like you.
Founded in 2011, the Beacon Pointe Women’s Advisory Institute (WAI) was formed with the commitment to providing female clients and their families with peace of mind and the ability to meet their long-term life and legacy goals. We also specialize in helping clients through monumental life transitions. Whether a client needs comprehensive financial planning or investment strategy execution, or both, the Beacon Pointe advisory team has the resources and expertise to design an approach tailored to you.
