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.
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 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 family. We have a team that specializes in multi-generational financial and estate planning, dedicated to ensuring 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.
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.
How can I protect what I leave to my children? How do I manage my financial life after the death of a spouse?
How should I save for retirement? In what order should I spend my assets?
When should I take Social Security? Do I have the right insurance?
How do I pay for college tuition? Can I afford to switch careers or retire early? Can I afford a vacation home?
How do I manage my financial life after divorce?
WAI News & Events
Beacon Pointe, a multi-billion-dollar registered investment advisor headquartered in Newport Beach, CA announced that it has been named a winner…
What are the child tax credit advance payments? The advance Child Tax Credit gives qualifying families advance payments of the…
It is no secret that this year has had a tangible impact on our children’s mental health, sparked by cycles…