allWHEALTH™ – Holistic Wealth Planning Solutions for Women and Their Families

After my husband passed away, I was truly grateful for the recommendation to Beacon Pointe. Three years later, I’ve not only seen significant growth in my investments but have also been supported by a team of smart and compassionate advisors. They’ve been there for everything—from answering my questions to proactively adding funds to my account for property taxes.

I have been with my Beacon Pointe advisory team for over seventeen years. They were with me when my husband passed away, and they helped keep me financially stable while I raised two young children. For me, the biggest strength that Beacon Pointe has is their personalized approach to each client. I have full confidence that the decisions they make about my investments are sound. I do not worry as the market fluctuates, and it feels as if they anticipate my financial needs before I do myself. I call my advisory team when I have random questions about my accounts or need help in financing the purchase of my dream home. They are quick to come up with solid solutions. I always feel like they are on my side, striving to help me and my boys live their best lives.

To say I knew nothing of investing would be an understatement. Beacon Pointe took my account moved everything around to make sense and diversify. From 2017 to 2025, I made a few life changes. I sold my business, two homes and purchased a new home in a new area. My current advisor saw me through my home sales, relocation, and made sure I was well funded for my goals. I retired and worried as a single female if I had prepared adequately for a solid retirement. I moved from saving for retirement to spending in retirement. We never know what the future holds but every report I receive shows I can rest easy, travel and have the peace of mind I worked for. I could not have achieved this self directing my investments Beacon Pointe made it possible they are easy to work with and I trust them.

Happily entrusting finances to my spouse for 33 years, I was widowed. For the next decade, I slowly learned and tried to consolidate my wealth, never feeling full confidence in my own wisdom and always skeptical of offers of assistance. Speaking to a family friend in the financial industry, he gave me the contact information of a Beacon Pointe advisor as one of a handful of individuals in whom he had complete trust. More than a decade later, I am extremely satisfied with his management. My advisor is proactive and responsive. He listens to my priorities and concerns, offering sound advice and solutions. I feel he keeps my best interests in mind. The Beacon Pointe team provides practical wealth management and invaluable peace of mind.

I belong to a women’s group at Beacon Pointe in Asheville, NC, and have been attending for 10 years. Speakers come and talk about a variety of topics, including financial, health, book reviews, etc. We receive a delicious lunch, friendships are formed as well as a marvelous time for questions and answers relating to the topic at hand. The financial advisors that work at Beacon Pointe are like family. It is an extraordinary group of advisors that truly care about each other and each client.

My Beacon Pointe advisory team has been there for me through many life transitions and even tragedies. I don’t know what I would have done without them. They don’t just treat me as a client but as a friend.

Our Beacon Pointe advisors provided excellent, exceptionally comprehensive, and professional service, which I highly recommend. They carefully guided my financial journey with transparency and care during an overwhelmingly stressful period of my life, due to divorce and complex financial matters. They focused on best outcomes for me with bespoke service second to none… Handled with sensitivity and empathy.

My family and I have been using Beacon Pointe Advisors for over 20 years. At a young age, I would tag along with my grandmother to her meetings. I distinctly remember their kindness and the personalized attention they provided her. They truly listen and take the time to help you reach your goals. Investments and planning could be intimidating and overwhelming. When my grandmother passed, Beacon Pointe went above and beyond to assist me in getting my grandmother’s financials organized. I cannot thank them enough for guiding me during such a difficult time. I highly recommend Beacon Pointe Advisors; with their expertise, they have helped my family invest, plan our retirement strategy, manage assets, and build financial growth.

Attempting to navigate the unknown landscape of divorce can be very intimidating, especially when it comes to one’s financial outcome. I met with the Beacon Pointe team in Lake Elmo and was blown away by their thoughtfulness and care during my process. They spoke with me, not at me, and provided customized advice that fit my situation. They met me where I was at as I had never invested on my own. I felt confident in my decisions when I left the Beacon Pointe office. Thank You!

Finding Beacon Pointe removed an abundance of grief and financial confusion away from the initial loss of my husband. He would have congratulated me for choosing the perfect Fiduciary. My advisor continues to be the most knowledgeable, kind, and responsive resource to me. She brightens every situation that confuses me, she’s what I call the backbone of your service.