Download Our Partnership Overview Brochure
Beacon Pointe is first a successful operating RIA, NOT a Financial/Model Consolidator.
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.
Beacon Pointe Wealth Advisors exists for our advisor partners and their clients.
BPWA is not forced to recapitalize or have an “event.” (IPO, Sale)
Looking to Grow Your Office and Leverage Robust Resources
Thinking About Putting a Succession Plan In Place
Creating Certainty for the Future of Your Team and Clients