Women's Advisory Institute- Beacon Pointe Advisors

We are moms, daughters, wives, sisters, and friends. We’re also business owners, financial planners, investment advisors, and attorneys, and we’re here to support you.

Meet Our Female Leadership & Advisory Team

Beacon Pointe is the largest female-led RIA in the country, with women in leadership and women wealth advisors across the country. Our Beacon Pointe Women’s Advisory Institute (WAI) was formed in 2011 with the commitment to help provide our female clients and their families with peace of mind. We specialize in planning for women, ensuring their retirement strategies are comprehensive and secure, and we address the unique financial goals, challenges, and needs – and monumental life transitions – women often face throughout their vibrant and dynamic lives.

We deeply cherish our relationships with our female clients, and it would be an honor to work with you and support your dreams. If you could use a second opinion on an existing plan or are in need of creating a thoughtful wealth plan to protect your future, our team can provide a Complimentary Financial Review to ensure you are on the right path.

Meet Our Women Wealth Advisory Team

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 (CDFA®) certification. They are dedicated to helping you navigate the complexities of divorce planning in order to create your new path forward.

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Multi-Generational Wealth Planning

You are at a point in your life where you are thinking more about your future and the legacy you wish to leave for your family. We have a team that specializes in multi-generational financial and estate planning, and we are dedicated to helping you ensure your life and legacy goals come to fruition.

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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 help provide peace of mind for the future and be a shoulder to lean on as you heal.

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Questions We Can Help Answer

We help answer the real, important questions related to your financial well-being and are keen on building the lives our clients envision for themselves.

Let's Get Started!

How can I protect what I leave to my children? How do I manage my financial life after the death of a spouse?

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How should I save for retirement? In what order should I spend my assets?

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When should I take Social Security? Do I have the right insurance?

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How do I pay for college tuition? Can I afford to switch careers or retire early? Can I afford a vacation home?

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How do I manage my financial life after divorce?

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WAI News, Videos & Events

In the replay of our Women's Advisory Institute ("WAI") virtual workshop, we explored how to navigate business, financial, and life transitions with clarity and confidence. Whether personal or professional, change can create valuable opportunities—this session offers insights and strategies to help you embrace what’s next with purpose and peace of mind.

Need support during divorce? Start here: https://beaconpointe.com/divorce-financial-planning/
Lost a loved one? We're here to help guide you: https://beaconpointe.com/losing-a-loved-one/
For more information about WAI, please visit: https://beaconpointe.com/womens-advisory-institute/

Explore upcoming workshops designed to support women on their financial journey: https://beaconpointe.com/webinars/

Important Disclosure: This recording is for informational purposes only. Opinions expressed herein are subject to change without notice. Beacon Pointe has exercised all reasonable professional care in preparing this information. The information has been obtained from sources we believe to be reliable; however, Beacon Pointe has not independently verified, or attested to, the accuracy or authenticity of the information. Nothing contained herein should be construed or relied upon as investment, legal or tax advice. All investments involve risks, including the loss of principal. An investor should consult with their financial professional(s) before making any investment decisions.

YouTube Video UExvWTZybHdSa0l6MElPS3RUU2dVWkJfUGpINGZZX0tTUy5GNjNDRDREMDQxOThCMDQ2

Adapting to Change with Confidence

Important Disclosure: This recording is for informational purposes only. Opinions expressed herein are subject to change without notice. Beacon Pointe has exercised all reasonable professional care in preparing this information. The information has been obtained from sources we believe to be reliable; however, Beacon Pointe has not independently verified, or attested to, the accuracy or authenticity of the information. Nothing contained herein should be construed or relied upon as investment, legal, or tax advice. All investments involve risks, including the loss of principal. An investor should consult with their financial professional(s) before making any investment decisions. 'Your Dollars, Our Sense’ was authored by the women of Beacon Pointe Advisors. The rankings on this slide 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. Rating provided by Amazon Book Services in 2017. Best Seller Publishing was compensated by Beacon Pointe for facilitating the book publication and ranking process by Amazon Book Services. 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.'

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Financially & Fashionably Fabulous: Enhancing Confidence Through Style and Financial Planning

Would you like to learn how to better align your time, talents, and treasure with your philanthropic goals? Are you hoping to have a greater impact with your philanthropy but aren't sure how to go about doing so? Do you know the various investment vehicles that can be utilized to maximize strategic tax planning surrounding your charitable efforts?

Amy Holdsman has the experience and knowledge to help you identify where and how they can have the most impact and develop a plan of action for purposeful engagement.

Important Disclosure: This recording is for informational purposes only. Opinions expressed herein are subject to change without notice. Beacon Pointe has exercised all reasonable professional care in preparing this information. The information has been obtained from sources we believe to be reliable; however, Beacon Pointe has not independently verified, or attested to, the accuracy or authenticity of the information. Nothing contained herein should be construed or relied upon as investment, legal, or tax advice. All investments involve risks, including the loss of principal. An investor should consult with their financial professional(s) before making any investment decisions.

YouTube Video UExvWTZybHdSa0l6MElPS3RUU2dVWkJfUGpINGZZX0tTUy41MzJCQjBCNDIyRkJDN0VD

Giving With Purpose & Passion: Making the Most of Your Charitable Giving

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The 'WAI' to Flow Through Your Day

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The Wealth of Sleep: One of Your Most Valuable Assets

Thank you to those who joined us for our recent Women's Advisory Institute ('WAI') virtual event - 'Anxiety and Our Children.' With the health and happiness of our clients and their families being at the forefront of what we do, this topical event was one that is near and dear to our hearts at Beacon Pointe. We were humbled to have the opportunity to host an open and honest conversation about mental health in children, adolescents and young adults.

Important Disclosure: This recording is for informational purposes only. Opinions expressed herein are subject to change without notice. Beacon Pointe has exercised all reasonable professional care in preparing this information. The information has been obtained from sources we believe to be reliable; however, Beacon Pointe has not independently verified, or attested to, the accuracy or authenticity of the information. Nothing contained herein should be construed or relied upon as investment, legal or tax advice. All investments involve risks, including the loss of principal. An investor should consult with their financial professional(s) before making any investment decisions.

YouTube Video UExvWTZybHdSa0l6MElPS3RUU2dVWkJfUGpINGZZX0tTUy4yODlGNEE0NkRGMEEzMEQy

Anxiety & Our Children - A Women's Advisory Institute Event

Thank you to those who joined us for our recent Women's Advisory Institute ('WAI') virtual event! We were thrilled to have Donna Minch, florist and horticulturist, along with Kate Pettee of Beacon Pointe's Philadelphia office lead our fun and interactive bouquet building session. At Beacon Pointe, we wish to help our clients feel their best financially, physically and mentally. We hope this event allowed for you to tune into your values alongside your investments, connect with nature and learn how to bring the beauty of the outdoors into your home.

Important Disclosure: This recording is for informational purposes only. Opinions expressed herein are subject to change without notice. Beacon Pointe has exercised all reasonable professional care in preparing this information. The information has been obtained from sources we believe to be reliable; however, Beacon Pointe has not independently verified, or attested to, the accuracy or authenticity of the information. Nothing contained herein should be construed or relied upon as investment, legal or tax advice. All investments involve risks, including the loss of principal. An investor should consult with their financial professional(s) before making any investment decisions.

YouTube Video UExvWTZybHdSa0l6MElPS3RUU2dVWkJfUGpINGZZX0tTUy4wMTcyMDhGQUE4NTIzM0Y5

The 'WAI' to Build a Bouquet

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Five Common Estate Planning Mistakes, and How to Avoid Them

The ladies of Beacon Pointe's Women's Advisory Institute ("WAI") took a moment to check-in with clients, friends and family of Beacon Pointe to make sure that we are all taking care of ourselves in light of the abrupt adjustment to life we are now required to navigate. Settling in with an evening glass of wine, bubbly or sparkling water, the audience joined in for a relaxed and informative segment on three key areas to support personal well-being:
1. How to Take Care of Yourself During These Unprecedented Times
2. Financial Planning Tips to Consider
3. CARES Act Highlights

Important Disclosure: This report is for informational purposes only. Opinions expressed herein are subject to change without notice. Beacon Pointe has exercised all reasonable professional care in preparing this information. The information has been obtained from sources we believe to be reliable; however, Beacon Pointe has not independently verified, or attested to, the accuracy or authenticity of the information. Nothing contained herein should be construed or relied upon as investment, legal or tax advice. All investments involve risks, including the loss of principal. An investor should consult with their financial professional before making any investment decisions.

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Beacon Pointe's Well-Being Your WAI ft. Kelly DiGonzini, Michele Sarna & Kristen Solo

With aging loved ones, protecting their financial well-being is vital. Join Beacon Pointe's guest speaker, Heather Whitaker Goldstein with The Van Winkle Law Firm, and Beacon Pointe moderator Jacqui Friedrich to learn how to protect and empower families against financial exploitation and discern prevalent financial scams and abuse targeting loved ones.

Important Disclosure: This recording is for informational purposes only. Opinions expressed herein are subject to change without notice. Beacon Pointe has exercised all reasonable professional care in preparing this information. The information has been obtained from sources we believe to be reliable; however, Beacon Pointe has not independently verified, or attested to, the accuracy or authenticity of the information. Nothing contained herein should be construed or relied upon as investment, legal, or tax advice. All investments involve risks, including the loss of principal. An investor should consult with their financial professional(s) before making any investment decisions.

YouTube Video UExvWTZybHdSa0l6MElPS3RUU2dVWkJfUGpINGZZX0tTUy45NDk1REZENzhEMzU5MDQz

Empowering Elders: Safeguarding Against Fraud & Financial Abuse

Beacon Pointe Celebrates International Women’s Day

On this day, we are lucky to honor our nationwide female workforce, which comprises over 42% of our nationwide team. At Beacon Pointe, we aim to be champions for female professionals in…

Women’s Advisory Institute (WAI) Advisor of the Year

Each year, we are delighted to announce the Women’s Advisory Institute Advisor of the Year Award, presented at the annual Beacon Pointe National Advisor Summit…