Name: Beacon Pointe Advisors
Address: 1943 Morrill Street, Sarasota, Florida, 34236, United States
Telephone: +1 941 308 0041

CLIENT WE SERVE

Retirees & Pre-Retirees: Planning for a Secure Future

Being financially secure is more than knowing your risk tolerance, having an investment portfolio in place, or sticking to a budget. 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 so much more. Let us help you put your best plan forward so you can live your best life.

Building Legacies for Multi-generational Families & Inheritors

Achieving financial security for yourself and the generations that come after you, brings estate planning and investing complexities. We help families preserve their wealth through the alignment of their goals and values. We do so by defining family missions and keeping those missions and traditions at the forefront of our advice. We also make financial education for the next generation a priority alongside the simplification of your financial world so that you can get back to enjoying the ones you love and the things you love to do. Together, we can lay the groundwork that allows your legacy to stand the test of time.

Corporate Employers & Employees

Steer through the complexities of stock options, pensions and bonuses, and other important financial components with Beacon Pointe. Our full suite of comprehensive wealth management services is designed for both Fortune 500 employers and employees – ensuring personal financial health is as robust as the corporation you may work for or manage. From administering executive compensation aligning with the corporation’s goals to tax optimization services for both the company and the members that define it, our team is dedicated to the bigger picture. Additionally, our advisory team is focused on thoughtfully customizing unique retirement plans, providing continuous financial support for the years to come for both employers and employees. This dual focus ensures that both employees and employers benefit from a holistic approach to financial well-being and have the knowledge to make informed financial decisions.