Beacon Pointe Advisors has partnered with YorkBridge Wealth Partners, an RIA with offices in New York City and Bridgehampton, N.Y. The move marks Beacon Pointe’s largest acquisition year-to-date in 2023.
YorkBridge has operated as a small and nimble advisory team since its founding in 2016. The decision to join Beacon Pointe was due not only to a desire to expand and scale the business, but also to provide employees and team members with a clear career path and opportunities for professional development.
After the acquisition, Carrie Gallaway and Andrew Stern, who both serve as managing partners at YorkBridge, will join Beacon Pointe as partners and managing directors, bringing three advisers and three professional staff members.
“We are thrilled to formally represent Beacon Pointe in New York City and Long Island,” said Gallaway. “We have recognized an expansive and growing need for comprehensive wealth planning services in the greater New York area. We