Women’s Advisory Institute
Empowering the female investors of today and the young investors of tomorrow. Beacon Pointe is committed to a unique and holistic approach to serving the financial needs of women.
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.
Corporate Leadership Team Comprised of Over 50% Women
100+ Designations & Certifications
CFP®, CDFA®, JD, Among Others
Female-Led Wealth Advisory Teams Located Across the Nation
Questions We Can Answer
We help answer the real, important questions related to your financial well-being and are keen on building the lives our clients envision.
How should I save for retirement?
Can I afford to switch careers or retire early?
How can I protect what I leave to my children?
How do I manage my financial life after divorce?
How do I manage my financial life after the death of a spouse?
In what order should I spend my assets in retirement?
When should I take Social Security?
Do I have the right insurance?
How do I pay for college tuition?
Can I afford a vacation home or to travel?
How We Can Help
Beacon Pointe’s financial planning process aims to help you understand your financial picture in its entirety related to your entirely unique situation.
Divorce Financial Planning
You’re going through a divorce and need a trusted financial advisor. We have experienced wealth advisors on staff accredited with the Certified Divorce Financial Analyst certification dedicated to navigating the complexities of divorce planning to create your new path forward.
Multi-Generational Wealth Planning
You’re at a point in your life where you wish to think more about your future and the legacy you wish to leave for your next generation. We have a team that specializes in holistic wealth management and financial planning, dedicated to assisting your life and legacy goals come to fruition.
Spousal Wealth Planning
You’ve lost a loved one and are not sure where to go from here – emotionally or financially. We’re here to make this very difficult time manageable for you while honoring the legacy of those lost. We are here to provide peace of mind for the future and be a shoulder to lean on as you heal.
WAI News & Events
It’s an exciting time at Beacon Pointe with Barron’s announcing that our firm has been included again in the 2019…
Several members from the Beacon Pointe team participated in the Southern California 2019 Fidelity Inside Track event held in Dana…
Saturday, June 1, 2019 was the culmination of two great efforts between LEAD OC and LIFEvest. The LIFEvest program, which…
WAI News & Events
It’s an exciting time at Beacon Pointe with Barron’s announcing that our firm has been included again in the 2019…
Several members from the Beacon Pointe team participated in the Southern California 2019 Fidelity Inside Track event held in Dana…
WAI News & Events
It’s an exciting time at Beacon Pointe with Barron’s announcing that our firm has been included again in the 2019…
Several members from the Beacon Pointe team participated in the Southern California 2019 Fidelity Inside Track event held in Dana…
Connect with Us
We are here to be a trusted resource for you. Please email us if our advisory team can be of service to you.