A perfect blend of trends and toasts! Our Beacon Pointe New Orleans team hosted clients for a festive evening at the Metairie Country Club for a Champagne, Charts, and Chatter event. Guests enjoyed insightful market discussions, engaging conversations, and a guided champagne tasting with special guest and CIO, Michael Dow, CPA, CFA, CAIA. From market trends to toasting with bubbles, it was an evening of connection and celebration!
Beacon Pointe
金融服务
Newport Beach，California 7,519 位关注者
An independent advisory firm dedicated to providing clients with objective, thoughtful investment & financial guidance.
关于我们
Beacon Pointe Advisors is one of the largest independent Registered Investment Advisory firms (RIAs) in the nation working with institutions, defined contribution plans, individuals and families. We provide full service financial planning and research driven investments allowing our clients to make important and informed strategic decisions. We accept no fees from the investment managers we recommend to our clients, as this ensures our fiduciary duty is upheld and our clients’ best interests are the driving force in our relationship. This page, and any associated posts, have been provided for informational purposes only and should not be considered as investment advice or as a recommendation.
- 网站
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https://www.beaconpointe.com
Beacon Pointe的外部链接
- 所属行业
- 金融服务
- 规模
- 501-1,000 人
- 总部
- Newport Beach，California
- 类型
- 私人持股
- 创立
- 2002
- 领域
- Wealth Management and Consulting、Performance Measurement and Asset Allocation、Investment Policy Review and Design、Investment Manager/Fund Structure、Investment Manager Search、Institutional Consulting、Retirement Plan Services、Employee Sponsored Retirement Plan、Financial Planning、Retirement Planning、Estate Planning、Strategic Tax Planning、Healthcare Planning、Investment Management、Family Office Services和Private Foundations
地点
Beacon Pointe员工
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Garth Flint
Partner, Founder at Beacon Pointe Advisors
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Hal Smith, CDFA?, NSSA?, LTCP
Senior Wealth Advisor at Beacon Pointe Advisors
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Karina Melancon
Seasoned IT Professional with 20+ Years in Product Ownership, Product Management, Release Management, and Business/System Analysis. Proven Leader and…
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Brian Coughlan, MBA, MSIM
Partner, Managing Director at Beacon Pointe Advisors
动态
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Market swings test patience, but history favors those who stay the course. As Deputy CIO of Beacon Pointe, I invite you to tune in for key insights on how market volatility can create opportunities, the mindset investors need, and our long-term approach to serving clients. https://lnkd.in/g2Hz2tnm
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Today, we celebrate 23 incredible years of Beacon Pointe Advisors! This milestone is a celebration of the people who make it all happen—our incredible team, loyal clients, and valued industry partners. To all who have been part of this journey, thank you for your support, trust, and collaboration. Hear firsthand the many reasons that make Beacon Pointe more than just an RIA—but a true work family. https://lnkd.in/g2qX46vZ
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While taxes aren't the most enjoyable topic, tax season can create opportunities. Beacon Pointe Partner and Managing Director, Indya Yuill, shares with InvestmentNews how we guide women through these critical and strategic tax decisions with clarity and confidence. https://lnkd.in/gFJHRDn4
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Join us in celebrating International Women’s Day! At Beacon Pointe, we don’t just recognize women today—we celebrate their impact every day. From our dedicated colleagues to women shaping industries and communities, we honor the intelligence, leadership, and compassion they bring to every facet of life. This #IWD, hear from our team as they share their perspectives on what it means to be a #WomanInWealth and the future they’re helping to shape. https://lnkd.in/g5SQ57RH
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We’re elevating women in wealth this #DeVoeElevate2025!?In partnership with DeVoe & Company, the leaders of our Beacon Pointe Women’s Advisory Institute including, Carrie Gallaway, CFP?, Jill Broder Steinberg, MBA, CDFA?, Indya Yuill, Heather O'Neill Fairbanks CFP?, ChFC?, and Commie Stevens, JD, will dive deep into how women are shaping and redefining the future of wealth management. See you in Nashville! Matt Cooper Jack Cooper Ryan Griffin
Don’t miss our 3rd annual Women in Wealth Brunch at DeVoe Elevate! ? In celebration of Women’s History Month, join us at #DeVoeElevate2025 for this exciting networking event, hosted in partnership with Beacon Pointe! This year, we’ll dive into how women are influencing and driving the future of wealth management. It’s a fantastic opportunity to connect, learn, and be inspired by the women who are shaping the industry and wealth strategies for future generations. ?? Register today and be part of this unforgettable event! https://hubs.li/Q036NxN20 Commie Stevens, JD, Jill Broder Steinberg, MBA, CDFA?, Indya Yuill, Carrie Gallaway, CFP?, Heather O'Neill Fairbanks CFP?, ChFC?, Jennifer Sransky #DeVoeElevate2025 #WomenAndWealth #WomenInWealth #WomensHistoryMonth
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Gold climbed another 2.1% in February, up 8.9% YTD, while Bitcoin dropped 17.5%. What’s driving gold’s growth? Tariff speculation, central bank buying (especially from China and India), and geopolitical uncertainty. As inflation concerns linger, could gold be reclaiming its safe-haven status? Our Investment Research Team unpacks what these trends could signal for the months ahead. https://lnkd.in/gUV7WjUC
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I am truly honored to have received the Impact Award at our Beacon Pointe National Advisor Summit, presented by last year’s recipient, James W. Ferrell, CFP?, CIMC, CPA, MBA, PFS. This award recognizes individuals who make a meaningful difference in their communities, exemplifying one of our firm’s core values—a commitment to service. Becoming part of the Beacon Pointe work family just a few months ago, I am deeply grateful to be recognized among so many bright, compassionate, and dedicated colleagues who inspire me every day. It is a privilege to be part of a team that values not only professional excellence but also the importance of giving back. Thank you to my peers and leadership for this incredible honor!?
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We are thrilled to celebrate some of the outstanding achievements recognized at our National Advisor Summit! Karen (Sarten) Reifel, CFP? and Coby Cress, CFP? were both honored with the Garth Flint FACES Award. Named after our co-founder, Garth Flint, this award represents the core values that define our firm: Family-oriented, Ambitious, Collaborative, Entrepreneurial, and Service-minded. Karen and Coby exemplify these values through their unwavering commitment to clients and colleagues, each bringing a unique dedication and unlimited positive energy to service and teamwork. https://lnkd.in/g2M_z77J We are also proud to recognize Merriweather Mulé, CDFA?, CFP?, recipient of the Women’s Advisory Institute (“WAI”) Advisor of the Year Award! Honoring leaders dedicated to guiding and supporting women across a multitude of financial goals, Merriweather has made a lasting impact, and we are grateful for her leadership. https://lnkd.in/guFvF725 Congratulations, Karen, Coby, and Merriweather on these well-earned recognitions!
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We closed out February with the return of our Beacon Pointe National Advisor Summit! Hosted at The Ritz-Carlton, Laguna Niguel, Partners, Managing Directors, Wealth Advisors, and Leadership were brought together from across the country for an energizing week of unveiled efficiencies, innovation, enhanced service offerings and tools, and meaningful connections face-to-face.
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