Our Prudent Purse Series spring event focused on work-life balance and tied in financial and life hacks (tips and tricks) to help manage time, efforts and energy. We had lots of great conversation, a delicious spring dinner and an engaging yoga specialist who shared stress-relieving techniques for all.
Join Us for Our Fall Prudent Purse Event!
Get great cocktail and presentation ideas from a professional Mixologist, just in time for the holiday season. Since, no Prudent Purse event would be complete without a financial element, learn the right way to mix things up with your investments too!
About Womens Advisory Institute:
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.
Beacon Pointe is one of the largest independent Registered Investment Advisory firms (RIAs) in the nation working with institutions, defined contribution plans, individuals and families. We provide full service financial planning and research driven investments allowing our clients to make important and informed strategic decisions. We are 100% employee-owned and we accept no fees from the investment managers we recommend to our clients. This ensures our fiduciary duty is upheld and our clients’ best interests are the driving force in our relationship.
Our mission is to provide comprehensive, objective investment advice and financial guidance that is focused on asset preservation and enhancement through the implementation of sophisticated investment strategies and the selection of what we believe to be superior investment managers.
Our employees are the FACES of Beacon Pointe:
Family-oriented, Ambitious, Collaborative, Entrepreneurial, Service-minded