Beacon Pointe is one of the nation’s largest Registered Investment Advisory (RIA) firms, serving high-net-worth individuals and families, defined contribution plans, and institutions. Beacon Pointe is the firm it is today because of our people. We are a team of talented, diverse, and passionate individuals dedicated to maintaining an uplifting company culture and premier service experiences for our clients.

Our Waltham-based financial advisors offer personalized financial planning, investment management, and strategic tax planning services to individuals and families. We help our clients make confident, informed decisions about their finances, whether they’re preparing for retirement, planning their estate, or growing generational wealth.

Our team has deep experience serving a diverse range of clients, including business owners & entrepreneurs and are proud to work closely with retirees and pre-retirees throughout the downtown Boston area.

If you’re searching for a financial advisor in Waltham, MA, our team is ready to support you and your financial goals.