Beacon Pointe Advisors

Beacon Pointe Advisors, located at 80 Broad Street in New York, is a leading finance institution offering Investment Advisory Services, Financial Planning, Wealth Management, and Retirement Plan Services in the New York area. As one of the largest Registered Investment Advisor firms in the nation, Beacon Pointe works with institutions, defined contribution plans, individuals, and families to provide comprehensive financial planning and research-driven investments.

With a focus on fiduciary responsibility and a holistic allWEALTH® approach, Beacon Pointe's team of investment advisors and financial planners address all aspects of clients' financial well-being, including wealth and retirement planning, estate and tax strategy planning, insurance reviews, charitable giving, education planning, and more. Their services also include values-based investing, life transition support, and multi-generational family wealth planning.

Carrie, a Partner and Managing Director at Beacon Pointe, brings over 20 years of experience in helping clients plan for a secure financial future. Jack, a Client Service Associate, supports client relationships and investment activities, while Leigh, a Senior Wealth Advisor, provides customized solutions to help clients meet their financial goals. Michael, an Associate Wealth Advisor, partners with the firm's investment and financial planning teams to provide personalized wealth management experiences for clients.

Victoria, a member of the Client Service Department, works to ensure an elevated service experience for clients. Outside of their professional roles, the team at Beacon Pointe enjoys various hobbies and activities, such as skiing, tennis, golf, hiking, and spending time with family and friends.

For more information about Beacon Pointe Advisors, their services, and team members, visit their website or contact them at their New York office.