Beacon Pointe Advisors
365 Lake Avenue, Santa Cruz, California, United States
About the Beacon Pointe Advisors
Beacon Pointe Advisors, located at 365 Lake Avenue in Santa Cruz, California, is a finance institution that offers comprehensive financial planning and investment strategies to assist clients in making well-informed decisions related to their wealth. Their objective and transparent investment solutions are tailored to each client's specific portfolio goals and mission. They also provide guidance and service solutions for retirement plans such as 401(k)s, 403(b)s, and non-qualified deferred compensation plans.
Beacon Pointe Advisors partners with successful RIAs and wealth advisors across the country to create efficiencies, value, and growth. Their services include private wealth management, institutional consulting, retirement plan services, and partnership opportunities. The firm is committed to impact investing and offers resources such as research, articles, case studies, podcasts, videos, and webinars on their website.
Please note that Beacon Pointe Advisors is independent and not owned by, affiliated with, or sponsored or supervised by Schwab. The link to the Institutional Intelligent Portfolios website should not be considered a recommendation or solicitation by SPT, Schwab, or any of their affiliates.
Photos of Beacon Pointe Advisors
365 Lake Ave B, Santa Cruz, CA 95062, United States
Opening hours of Beacon Pointe Advisors
Monday:
08:30 - 17:00
Tuesday:
08:30 - 17:00
Wednesday:
08:30 - 17:00
Thursday:
08:30 - 17:00
Friday:
08:30 - 17:00
Saturday:
Day off
Sunday:
Day off
Reviews of Beacon Pointe Advisors
"Lance is professional and extremely competent. He has a unique ability to blend sound financial advice with a sensitive and holistic approach. Definitely trustworthy! So glad we found him and Nexus!"
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