Beacon Pointe Advisors

Beacon Pointe Advisors is a Boston-based wealth management firm providing comprehensive financial planning, investment management, retirement planning, estate planning, and strategic tax strategies to private clients. They specialize in serving physicians and healthcare professionals, women investors, and high-income families, with particular expertise in values-based investing and financial planning during divorce. The firm's team includes CFP® certificants and experienced wealth advisors dedicated to a holistic approach that addresses all aspects of clients' financial well-being.