Beacon Pointe Advisors has announced its continued national expansion through the recent acquisitions of WorthPointe Financial Planners, Silver Lake Capital Partners and R Meier Wealth Management. The additions bring Beacon Pointe’s total assets under advisement to approximately $70 billion while expanding access to the firm’s comprehensive allWEALTH planning and investment framework across several key markets nationwide.
With an established presence across California and Texas, WorthPointe is a comprehensive financial planning and investment advisory firm overseeing approximately $1 billion in client assets. The firm’s credentialed professionals help individuals and families align their wealth with their values by bringing together financial planning, investment consulting, estate planning, asset protection, charitable giving and employer-sponsored retirement plan guidance. WorthPointe combines personalized advice with technology that gives clients a more connected vie
