Financial Advisors
Scottsdale, AZ
Beacon Pointe Advisors is a comprehensive wealth management firm serving Scottsdale and the Phoenix area with multiple offices. Their team of CFP-certified financial planners specializes in retirement planning, investment management, estate planning, and wealth management tailored to high net worth individuals, business owners, women investors, and professional athletes. With advisors holding advanced credentials including CFAs and tax expertise, they focus on customized financial solutions and long-term wealth strategy.
Ideal for: High net worth individuals, business owners, retirees planning major financial transitions, professional athletes, women investors seeking specialized guidance
Service area: Scottsdale, Phoenix, and surrounding Arizona areas
CFP-Certified Team with Advanced Credentials: Multiple managing directors hold CFP®, CFA®, and advanced tax credentials (JD, LLM in Taxation), ensuring sophisticated planning and compliance expertise.
Specialized Services for High Net Worth Clients: Dedicated expertise serving private clients, business owners, professional athletes, and women investors with customized wealth strategies and tax optimization.
Open Platform Investment Management: Offers customized investment solutions with diverse strategies on an open platform, not limited to proprietary products, allowing tailored portfolio construction.
Address: 6263 N Scottsdale Rd #295, Scottsdale, AZ 85250
Phone: (602) 953-8450
Website: beaconpointe.com
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