Beacon Pointe Advisors has announced the acquisitions of Bridge Advisory, which oversees approximately $460 million, and Charleston Investment Advisors, which manages $140 million in client assets.
The acquisitions amplify Beacon Pointe’s presence in Southern California and South Carolina and bring the firm’s total assets under advisement to nearly $37 billion.
Bridge Advisory is a wealth management firm with a more than 35-year legacy in Southern California and an advisory team boasting 130 years of investment experience. The firm has offices in Pasadena, Calif., and Newport Beach, Calif. Its seasoned team serves clients spanning four generations across the country by providing comprehensive wealth management services, including financial and retirement planning, investment management and strategies that build, preserve and protect client wealth.
Led by Dave Penniall and Vanessa Burnett, both of whom will become Beacon Pointe partners, the Bridge Advisory t
