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Beacon Pointe Advisors

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Insurance & Finance Financial Services Insurance

About

Beacon Pointe Advisors is a nationally recognized, predominantly women-led registered investment advisory firm offering comprehensive wealth management services in San Jose, California. The firm serves private clients, ultra-high-net-worth individuals, business owners, retirement plans, and foundations with customized investment management, life and legacy planning, retirement strategies, and access to institutional-quality investment solutions. With offices in the heart of Silicon Valley, Beacon Pointe helps clients align their financial goals with long-term wealth management strategies designed to support financial security and lasting success.

Additional Info

  • Personalized wealth management and financial planning services.
  • Access to institutional-quality investment opportunities.
  • Comprehensive life and legacy planning solutions.
  • Services for individuals, families, business owners, retirement plans, and foundations.
  • Experience serving ultra-high-net-worth clients.
  • One of the largest majority women-led RIA firms in the nation.
  • Two San Jose office locations serving Silicon Valley clients.
  • Focus on financial security, customized investment strategies, and long-term wealth preservation.
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