We sipped on sangria, created succulent boxes that guests took with them to enjoy at home, and learned how to plant strong money roots!
Beacon Pointe’s Women’s Advisory Institute was founded in 2011 to with the intention of creating a place where women of all ages and all levels of financial knowledge could express their thoughts and questions, and to provide a service approach customized to the unique needs and circumstances of the female investor. During our most recent Prudent Purse Series Event “Succulents, Sangria and Success!” our guests took away a detailed action plan around the “50-30-20 savings rule of thumb” as well as ways to facilitate financial conversations with family members and adult children. On top of that, we sipped on sangria and made some adorable DIY succulents!
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“It is our mission to educate and support the women investors of today and the young investors of tomorrow.”
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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
