NEW YORK, July 05 10, 2022 (GLOBE NEWSWIRE) — Zoe, a wealth platform that accelerates wealth creation, announced its partnership with Beacon Pointe Advisors. After qualifying through Zoe’s rigorous vetting process, the Registered Investment Advisory Firm (RIA) is now a Zoe Certified Company. Through its proprietary due diligence process, Zoe ensures that it only connects clients with top-tier advisors who conduct comprehensive financial planning, offer fee transparency and honest service, and deliver value and peace of mind. of mind to their customers.

Beacon Pointe provides its clients with objective and thoughtful investment and financial advice. The firm’s mission is to improve people’s lives by finding alignment between each client’s goals, wealth and priorities. Founded 20 years ago, Beacon Pointe is now one of the largest female-led RIAs in the country. Its corporate leadership team is 50% female and there are more than 15 female-led wealth advisory teams in their 35 locations nationwide. Additionally, the company has received several industry awards, such as Forbes’ Fastest Growing Firms, Barron’s Top 50 RIA Firms, Financial Advisor Magazine Top 50 RIAs, and Barron’s Top Women RIA Firms, among others.

“It is an honor to work closely with a company such as Beacon Pointe. This RIA embodies all the characteristics of an advisor that clients deserve. Not only are they experienced and expert, but they are also trustworthy, knowledgeable, unbiased and, most importantly, focused on the interests of clients,” said Andres Garcia-Amaya, CFA, Founder and CEO of Zoe. “We are confident that their presence in the Zoe Advisor network will bring great value to hundreds of customers across the country,” he added.

Beacon Pointe offers private wealth management and institutional advisory services. In both cases, their advisors focus on developing strategic solutions suited to the achievement of objectives, the accumulation of wealth and the long-term preservation of their clients. Additionally, they share a holistic view of wealth management, understanding that for their clients to have peace of mind, they deserve more than just knowing their risk tolerance, having an investment portfolio in place, or saving for retirement. Instead, they need clarity and alignment about the financial decisions in their lives.

For more than 10 years, the firm has operated the Women’s Advisory Institute (WAI) to provide clients and their families with peace of mind. This area of ​​the firm offers unique and holistic wealth advice that meets the financial needs of women. They have expertise in several topics such as financial planning for divorce, multigenerational wealth planning and spousal wealth planning.

Beacon Pointe manages $24 billion in assets for over 10,000 clients across the country. Their comprehensive services include specialized solutions for multi-generational families, entrepreneurs, business owners and people in life transition. They understand the complexities of life and are committed to guiding each client and making the experience as enjoyable as possible from a wealth management perspective. With a broad understanding of how personal passions and values ​​drive a person’s decisions, Beacon Pointe advisors help clients determine what matters most to them and create financial plans that accurately reflect their priorities. . Their approach to impact investing aims to reflect the particular values ​​of the client. It integrates SRI (Socially Responsible Investment) and ESG (Environment, Social and Corporate Governance) factors and is personalized for each client.

“Working with Zoe has been great for us. We share the belief that clients deserve high quality advice and guidance to achieve their goals in a way that suits their unique circumstances. Our advisors enjoy working with a business partner who understands the great impact a wealth management advisor can have in someone’s life,” said Matthew B. Cooper, Partner and President of Beacon Pointe Advisors.

To learn more about Zoe, visit www.zoefin.com.

Find your wealth advisor: https://my.zoefin.com/onboarding.

Learn more about Beacon Pointe Advisors: https://beaconpointe.com/

About Zoe

Zoe was founded with a mission: to accelerate wealth creation through exceptional customer experience and innovative technology. The company’s human experts, combined with powerful technology, take the friction out of the process of finding, hiring, and working with a financial advisor. Through the Zoe platform, you’ll connect with Zoe Certified Financial Advisors across the United States based on your unique financial situation and goals. Zoe’s carefully curated network of interest-aligned financial advisers includes only the wealthiest 5% in the country.

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