Financial Advisors
Los Angeles, CA
Beacon Pointe Advisors is an independent financial advisory firm serving Los Angeles and Southern California with comprehensive wealth management, retirement planning, investment management, and tax-efficient strategies. Founded on a fiduciary standard, the firm works with affluent individuals and families to build and preserve wealth through personalized financial planning. Their team combines deep market expertise with a commitment to putting clients' interests first.
Ideal for: High-net-worth individuals, Affluent families, Pre-retirees and retirees, Business owners seeking comprehensive wealth strategies
Service area: Los Angeles and Southern California
Fiduciary Standard: Beacon Pointe operates under a fiduciary duty, meaning they are legally obligated to act in clients' best interests rather than their own commission-based interests.
Independent Firm: As an independent advisory firm, Beacon Pointe provides unbiased recommendations without the conflicts of interest common at large institutional firms.
Comprehensive Planning: The firm offers integrated wealth management services including retirement planning, investment management, tax strategies, and estate planning guidance.
Address: 11601 Wilshire Blvd Suite 1950, Los Angeles, CA 90025
Phone: (310) 269-1876
Website: beaconpointe.com
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