Financial Advisors
Boston, MA
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.
Ideal for: Physicians and healthcare professionals, high-income families, women investors, individuals planning for retirement or managing wealth during life transitions
Service area: Boston, MA and surrounding areas
Specialized Healthcare Expertise: The firm focuses on serving physicians and healthcare professionals, offering tailored strategies for their unique financial needs including cash flow optimization and tax minimization.
CFP® Certified Leadership: Led by experienced CFP® professionals including a Certified Divorce Financial Analyst (CDFA®), ensuring clients receive credentialed, ethical guidance across complex financial situations.
Comprehensive Wealth Services: Beyond investment management, the firm offers integrated services including healthcare planning, asset protection, family office services, and estate planning on an open investment platform.
Address: 115 Newbury St, Boston, MA 02116
Phone: (617) 542-2420
Website: beaconpointe.com
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