Beacon Pointe Advisors
Wealth Management Designed for You.
Beacon Pointe is a leading registered investment advisory firm serving high-net-worth individuals, families, businesses, and institutions with customized wealth plans.
About
Beacon Pointe is one of the nation’s largest registered investment advisory firms, serving high-net-worth individuals and families, businesses, and institutions. We are a client-first company driven by innovation, a steadfast commitment to fiduciary standards, and operational excellence, creating a white-glove experience for our clients. W
e help individuals and families, businesses, and institutions optimize their financial health with customized wealth plans so they can thrive with confidence and intention.
Services
Private Wealth Solutions
Comprehensive, coordinated, and adaptable wealth management for high-net-worth individuals and families, covering estate planning, asset management, liability management, risk management, lifestyle management, reporting, recordkeeping, family governance, and education.
Family Office Solutions
Discreet, personal-CFO-level guidance with multi-generational planning and concierge coordination, offering white-glove service beyond conventional financial management.
Plan Sponsor Solutions
Proactive partnership with plan sponsors to understand retirement plans, provide knowledgeable guidance, and deliver exceptional service to both business and employees.
Services for Institutions
Board-ready, mission-first strategies focused on outcomes and governance, providing consulting solutions for endowments, foundations, and institutional investors.
