Advisor Offices

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.

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Recent Posts

Safeguard 2015: Macroeconomic and Cybersecurity Outlook” was full of intriguing, applicable information – lots of note taking occurred! With so much valuable information divulged in two hours, we thought it best to provide an event recap with some of the highlights from our expert guest speakers’ presentations…

On behalf of the Beacon Pointe family, we wish you the best during this holiday season and thank you for your continued loyalty and support. Year-end is also the time to focus on tax moves that might improve your current or future tax situation. While Congress didn’t pass any significant tax legislation impacting investors in 2014, everyone is still adjusting to higher taxes brought on by The American Taxpayer Relief Act of 2012 (ATRA) and looking for ways to reduce the tax bite. Here are a few portfolio related moves to consider with your accountant and advisor…

When planning out your financial priorities it is important to identify your needs vs. wants. While the financial planning pyramid shown creates a starting point for a discussion, it is not meant to create hard and fast rules. For example…

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