Beacon Pointe Women's Advisory Institute
About Beacon Pointe Women's Advisory Institute
Beacon Pointe is the largest female-led RIA in the country, with women in leadership and women wealth advisors across the country. Our Beacon Pointe Women’s Advisory Institute (WAI) was formed in 2011 with the commitment to help provide our female clients and their families with peace of mind. We specialize in planning for women, ensuring their retirement strategies are comprehensive and secure, and we address the unique financial goals, challenges, and needs – and monumental life transitions – women often face throughout their vibrant and dynamic lives.
We deeply cherish our relationships with our female clients, and it would be an honor to work with you and support your dreams. If you could use a second opinion on an existing plan or need to create a thoughtful wealth plan to protect your future, schedule your complimentary financial review to ensure you are on the right path.
How We Can Help
Beacon Pointe’s financial planning process aims to help you understand your financial picture in its entirety related to your entirely unique situation.
Divorce Financial Planning
You’re going through a divorce and need a trusted financial advisor. We have experienced wealth advisors on staff accredited with the Certified Divorce Financial Analyst (CDFA®) certification. They are dedicated to helping you navigate the complexities of divorce planning in order to create your new path forward.
Multi-Generational Wealth Planning
You are at a point in your life where you are thinking more about your future and the legacy you wish to leave for your family. We have a team that specializes in multi-generational financial and estate planning, and we are dedicated to helping you ensure your life and legacy goals come to fruition.
Spousal Wealth Planning
You’ve lost a loved one and are not sure where to go from here – emotionally or financially. We’re here to make this very difficult time manageable for you while honoring the legacy of those lost. We are here to help provide peace of mind for the future and be a shoulder to lean on as you heal.
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