Holistic Wealth Planning for Women and Their Families
Industry Recognition
Award-Winning Excellence
Barron’s
Top 100 Women Financial Advisors
2018
Worth
50 Women Changing The World
2020
Investment News
Women To Watch
2020
Meet Our Female Leadership and Advisory Team
Beacon Pointe is the nation’s largest female-founded Registered Investment Advisory (RIA) firm, with many women leaders and wealth advisors located across the country. Our Beacon Pointe Women’s Advisory Institute (WAI) was formed in 2011 with a commitment to providing 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.
How We Can Help
Comprehensive Wealth Planning for Every Chapter of Life
At Beacon Pointe, we believe every woman deserves the clarity, confidence, and control to shape her own financial future. We have built a team of women leaders and wealth advisors who deeply understand the unique priorities of our women investors and the wealth solutions that help support them.
Concierge Financial Planning Solutions
Our number one priority is to ensure you are living your best life, knowing your entire financial picture is coordinated, strategically designed, and thoughtfully taken care of. It’s about aligning your wealth to fuel your life and legacy goals and all the financial considerations in between – retirement income, healthcare planning, estate and tax planning, and much more
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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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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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Business Ownership and Exit Planning
Entrepreneurship is rewarding but demanding—and as your business grows, so do your financial needs. As you navigate from the startup phase to scaling your business to planning your exit, the complexities of business management and strategic planning can become increasingly critical. That’s where we can step in to help.
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Real Women Share Their Experiences
We are honored to stand alongside women as their trusted partners—offering sophisticated wealth strategies that align with their values, amplify their voices, support them in times of joy and sorrow, and help turn their vision into a legacy.
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.
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.
Insights and Updates for Women Investors
Orange County Business Journal Awards Beacon Pointe Advisors
With immense pride, Beacon Pointe is thrilled to share our accolades from The Orange County Business Journal ("OCBJ")...
Read more →Investing, Markets, and Finance – A Comprehensive Reading List
For those who desire to acquire an introduction to investing, markets and finance, or wish to expand their macroeconomic and market...
Read more →Forbes Recognizes Beacon Pointe Advisors
Beacon Pointe is deeply honored to have received recognition from Forbes for over a decade...
Read more →Connect with our Women’s Wealth Advisory Team.
Whether navigating a life transition, managing assets, selling a business, or building lasting wealth, we value your trust and consider it a privilege to walk alongside you every step of
the way.
Insights from 10,000+ Women Investors
About the HerWorth™ Study
HerWorth™ provides data‑driven insight into how women can harness this moment — and what support can accelerate their confidence. More than 10,000 women across the U.S. participated in this study between late 2025 and early 2026. Respondents included women aged 18–65+, across asset tiers, income levels, professions, and household structures.
Why HerWorth™ Matters: The next several decades will bring one of the largest wealth transfers in U.S. history. Women are positioned to lead this transformation due to longer life expectancies, rising earnings, shifting inheritance patterns, and growth in business ownership.