Financial Advisors
Seattle, WA
Beacon Pointe Advisors is a Seattle-based wealth management firm offering personalized financial planning and investment management to individuals, families, business owners, and ultra-high-net-worth clients. Their team provides comprehensive guidance on retirement planning, estate planning, college savings strategies, and generational wealth building. With advisors like Kimberly Arnesen, Grant Hartvigson, and James Simone, they focus on a client-first approach with long-term relationships and regular portfolio reviews.
Ideal for: High-net-worth individuals, business owners and entrepreneurs, families planning for retirement, multi-generational wealth management
Service area: Seattle, Washington and surrounding areas
Personalized Long-Term Relationships: Advisors like Grant Hartvigson have served clients for 18+ years, emphasizing ongoing communication and regular portfolio reviews tailored to individual goals.
Comprehensive Wealth Services: Beyond investment management, they offer retirement planning, estate planning, college savings strategies, and multi-generational wealth counsel for families and business owners.
Experienced Advisory Team: The Seattle office features seasoned advisors with deep expertise serving diverse client types, from entrepreneurs to pre-retirees and ultra-high-net-worth individuals.
Address: 5001 25th Ave NE Suite 201E, Seattle, WA 98105
Phone: (206) 417-5600
Website: beaconpointe.com
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