Who We Are

From Success to Significance.

Beacon Pointe Wealth Advisors (BPWA) is a partnership between Beacon Pointe and successful wealth managers across the country, focused on creating synergies, value and growth, certainty for yourself, your clients and your team.

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How We’re Different…And How This Impacts You

 

1

Beacon Pointe is first a successful operating RIA, NOT a Financial/Model Consolidator.

2

Unlike virtually all of the well-known “Roll-Up” firms or “Consolidators,” We have taken no outside money from Private Equity funds seeking a liquidity event.

3

Beacon Pointe Wealth Advisors exists for our advisor partners and their clients.

4

BPWA is not forced to recapitalize or have an “event.” (IPO, Sale)