Beacon Pointe

Artemis Financial Advisors is a financial planning and investment management firm.

Benchmark Private Wealth Management is a wealth and investment management firm based in Dallas, Texas. The company specializes in providing unbiased and thoughtful wealth management advice, along with personalized investment strategies. Its services include wealth advisory, investment management, and business retirement solutions, all designed to help clients achieve their financial goals through customized investment options.

Goldstein Group Financial Advisors specializes in wealth management services aimed at assisting clients with comprehensive financial planning. The firm provides a range of services, including risk management, business planning, retirement planning, and investment planning. Additionally, it offers strategies for estate planning and taxation, enabling clients to effectively design and implement a financial blueprint for their future. Through its personalized approach, Goldstein Group Financial Advisors strives to help clients navigate their financial journeys and achieve their long-term goals.

Duncan Financial is an independent financial services firm that focuses on delivering clear and direct investment planning for its clients. The firm offers a range of services, including investment management, wealth management, retirement portfolio reviews, income planning, and retirement planning. As a fiduciary, Duncan Financial is obligated to provide advice that prioritizes the best interests of its clients, ensuring that their investment strategies align with both short-term and long-term financial goals. By avoiding proprietary interests, Duncan Financial aims to empower investors with unbiased guidance tailored to their unique needs.

Rainier Financial Group is a Seattle-based advisory firm established in 2002 that specializes in wealth management and financial planning. The firm focuses on crafting comprehensive financial strategies tailored to meet the individual needs of its clients. Its services encompass investment management, retirement planning, legacy and estate planning, and insurance solutions. As a Registered Investment Adviser, Rainier Financial Group is dedicated to assisting clients in making informed financial decisions to secure their futures. The firm is managed by an experienced executive team that oversees the assets under its care, ensuring a cohesive approach to financial management.

Northstar Investment Advisors is an independent, fee-only investment advisory firm that focuses on providing fiduciary services for personal portfolio management. The company offers a range of solutions, including retirement planning, private money management, and investment strategy development. By emphasizing a client-centered approach, Northstar aims to help individuals construct and manage their portfolios effectively, ensuring financial stability and growth over the long term.

Wealthstreet Investment Advisors LLC is an employee-owned investment manager based in Dallas, Texas. The firm specializes in providing investment advisory services to high net worth individuals, as well as to trusts, estates, charitable organizations, corporations, and pension plans. Wealthstreet manages tailored client-focused portfolios, investing in public equity, fixed income, and alternative investment markets within the United States. The firm employs a combination of technical and fundamental analysis, utilizing both in-house and external research to inform its investment decisions. Wealthstreet has established a strong reputation in the Dallas community, primarily growing its business through organic relationships. As of April 2021, it operates as a subsidiary of Beacon Pointe Advisors, LLC, while continuing to offer a range of financial planning, portfolio management, and asset management services.

Wealth Design is a San Jose, California-based firm specializing in asset management and advisory services. The company takes a personalized approach to understanding the unique definitions of wealth for each client and their families. By offering a comprehensive range of financial and wealth management services, Wealth Design helps clients create tailored, long-term solutions that align with their individual goals. The firm focuses on developing customized wealth plans that guide clients in making informed decisions about their financial futures.

CDA Group seeks to educate and inform you to make prudent decisions regarding investment wealth.

Essex Asset Management is a full-service investment advisory business that focus on your financial security and success.

CBD Wealth Management, established in 2004 and based in Metairie, Louisiana, was a wealth management firm that managed approximately $690 million in assets. The firm specialized in a variety of financial services, including retirement planning, investment planning, and company retirement plans. It offered comprehensive solutions tailored to client needs, covering areas such as retirement income requirements, expense and debt management, tax planning, risk management, and estate and legacy planning. In November 2020, CBD Wealth Management merged with Beacon Pointe Advisors, further enhancing its service offerings and expertise in the wealth management sector.

Heller Wealth Advisors is a wealth management company.

Albert Heeg Investment Management is an investment advisory firm based in Alameda, California, focused on providing institutional consulting services to a diverse range of clients. These clients include foundations, endowments, healthcare organizations, educational institutions, religious organizations, Native American entities, corporations, and insurance companies. The firm assists its clients in establishing investment goals, developing portfolio risk parameters, determining suitable asset allocation, selecting portfolio managers, and monitoring investment results. By tailoring its services to the unique needs of each institution, Albert Heeg Investment Management aims to enhance the effectiveness of their investment strategies.