What We Do
Beacon Pointe Wealth Advisors is a comprehensive wealth advisory firm. Our focus is our clients, and best serving their needs and goals for their wealth. At Beacon Pointe Wealth Advisors, we understand that the needs and financial aspirations of clients are unique. Whether it is investment management, financial planning, retirement planning or estate planning, we are focused on our clients and our fiduciary role in their financial futures.
Through shared ownership and affiliation with Beacon Pointe Advisors, one of the nation's largest independent Registered Investment Advisors (RIA), Beacon Pointe Wealth Advisors is able to deliver a distinctive investment approach comprised of some of the country's leading investment managers.
During our working years, we cover our expenses with the money we earn. Our rent or mortgage, cell phone bills, insurance, gasoline etc., are covered by our paychecks. Fast forward a few years to the time that you are ready to retire and enjoy life and ask yourself: How are you going to cover your expenses if you no longer have that paycheck? With the population’s life expectancy growing, how will you maintain your lifestyle for 20 or 30 years?
REP.’s Top 100 RIAs list ranked advisory firms by total assets under management. To land on the list, firms had to have…. Finally, none of the RIAs on the list operates as a broker/dealer, a bank or is affiliated with an investment company.
I am far from a physics expert, in fact, it was the single worst grade I received in school. However, there is an important physics law you should understand to help explain stock market behavior. The law is called…