Beacon Pointe Advisors has introduced its acquisitions of MGB Wealth Management in Addison, Texas, joining the existing Beacon Pointe Dallas team and Pacifica Wealth Advisors in Franklin, Tenn and Irvine, Calif., partnering with the existing Newport Beach, Calif. team. These strategic additions bring a total of $645 million assets, with the firm continuing to steward approximately $62 billion in total assets under advisement. This momentum allows Beacon Pointe to extend its allWEALTH solutions to more clients nationwide, reflecting its dedication to holistic wealth management.
As Beacon Pointe’s 10th partnership in Dallas, most recently following the acquisition of InvestmentHunter Wealth Services, MGB Wealth Management, will join its robust Dallas Fort Worth presence, now surmounting approximately $8 billion in regional client assets under advisement. MGB seeks to grow and preserve wealth by designing curated investment portfolios for high-net-worth individuals and familie
