Team Bonding and Giving Back

During the holidays, the Beacon Pointe Arizona Team chose a local charity (a domestic violence shelter) to donate clothing and toys to. While dropping items off we were so moved by all that this shelter does for families in crisis, our office decided to see if we could volunteer as a team building event.

So, in February, we grabbed boxed lunches and gathered at the shelter to see how we could help.

The project was to clean and furnish a small apartment. We worked together to do more than just clean and furnish, we really took time to create an inviting home for a family in crisis who was expected to arrive that evening.

Not only did our Arizona Team have a wonderful team bonding experience, they also walked away from the community service event knowing a difference was made in the life of a family.

Several years back, Beacon Pointe initiated a “Paid Day of Service” program that allows employees to volunteer their time with a favorite charity or nonprofit organization while still getting paid for a full day’s work.

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.


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