Beacon Pointe Wealth Advisors Brings RIA Independent Financial Advisors Aboard In 4th Deal
Newport Beach, CA (PRWEB) April 08, 2013
Beacon Pointe Wealth Advisors, bpwealthadvisors.com, (BPWA) a Beacon Pointe Advisors company, today announced the addition of their fourth advisor partner, $ 100M AUM RIA Independent Financial Advisors of Riverside, CA. The fourth deal consummated by Beacon Pointe, within a span of four months from the last transaction, further validates a partnership model that places a premium on long-term growth and sustainability. Independent Financial Advisors principals James Valmonte and Teri Parker join BPWA as Managing Directors and equity partners.
Beacon Pointe Wealth Advisors works with partner parent firm, Beacon Pointe Advisors, the $ 5.6 Billion RIA, to provide joining firms with instant brand synergy, access to proven processes at the retail and institutional levels, and strategies to maximize enterprise value. Advisors who join are on a growth trajectory already, and realize that their growth potential is exponentially increased with access to Beacon Pointes wealth of resources and economies of scale.
The addition of an RIA with a built-in CPA affiliate partnership is a mutually beneficial growth engine; it provides predictable and sustainable inbound lead flow while providing superior client service. When coupled with the Beacon Pointe Advisors wealth management program, the partnership creates a financial ecosystem for clients second to none.
This is a firm poised to grow quickly from 100M to 250M, on a trajectory towards 1BB that we will help them to achieve says Matt Cooper, President of Beacon Pointe. Advisors in general are perpetually on the hunt for new business in this case these guys were sitting on a powder keg of qualified leads and just needed the right partner/catalyst to light the fuse.
BPWA offers joining firms the following benefits, among others: