Holistic Wealth Planning for Women and Their Families

We are advisors who recognize that financial journeys are as unique and dynamic as the women who lead them.

At Beacon Pointe, we believe that inspired women make powerful decisions for themselves, their families, and their businesses.

Connect with our Women's Wealth Advisory Team

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

View Award Disclosures

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.

Meet Our Women Wealth Advisory Team

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.

Important Disclosure: Testimonials were provided by current Beacon Pointe clients who are not being compensated. No material conflicts of interest exist as the clients did not receive any material incentives or benefits for the testimonial. Testimonials are based on an individual’s experience with the firm and are not representative of any other person’s experience. These testimonials do not guarantee a level of success, nor do they guarantee that all clients will have the same experience.

Schedule a Financial Planning Consult Today

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.