Beacon Pointe Advisors welcomes Financially In Tune, a female-founded wealth management firm based in Stoneham, Mass., reinforcing its growing presence across the East Coast. Aligned in their commitment to fiduciary excellence and offering holistic wealth solutions, Beacon Pointe now advises on approximately $63 billion in assets, bolstered by its allWEALTH solutions platform.
As Beacon Pointe’s sixth team addition in Massachusetts in the past two years, Financially In Tune will further strengthen the firm’s regional New England presence, which now represents approximately $4.3 billion in client assets under advisement, building on the most recent integration of The Financial Advisors. The $360 million Financially In Tune team operates under a fiduciary model emphasizing objective guidance and long-term client relationships throughout New England and beyond.
Founded in 2011 by Jeanne Gibson Sullivan, Financially In Tune upholds a client-first, education-driven etho
