Boston and Dallas Transactions bring Beacon Pointe’s total assets into the advisory Approximately 40 billion dollars at the end of the year

NEWPORT BEACH, CALIFORNIA., December 17, 2024 /PRNewswire/ — Beacon Pointe Advisors (“Beacon Pointe”) announces its latest acquisitions from Artemis Financial Advisors (“Artemis”), based in Boston, MAand WhiteRock Wealth Management (“WhiteRock”), which will join the existing Beacon Pointe Dallas, TX Team and contribution to the Beacon Pointe collective $6 billion in assets under management in the Dallas-Fort Worth Region. These strategic additions bring approximately $613 million of assets under management at Beacon Pointe, representing seven transactions for Beacon Pointe this year.

Artemis is one $350 million AUM is a Boston-based, independent, fee-based wealth management firm that helps clients achieve their financial, charitable and retirement goals through tailored financial and investment strategies. Founded by the CEO Leigh BivingsArtemis shares Beacon Pointe’s values ​​of customer-focused service and female-driven leadership. The company’s knowledgeable team specializes in helping retirees, wealthy women, physicians, young professionals, and clients navigate life transitions and complex compensation structures. Artemis’ expertise in women’s wealth and commitment to advisory mentoring and financial literacy complement the mission of the Beacon Pointe Women’s Advisory Institute.

“We are very pleased to partner with Beacon Pointe and especially to work closely with their talent Boston Team,” says Artemis founder and CEO, Leigh Bivings. “Beacon Pointe’s people-centered culture and customer-focused approach align perfectly with our own values ​​and mission. By joining forces, we will improve our ability to provide personalized, holistic wealth management services and expand the resources available to our clients. This partnership reflects our shared commitment to helping customers achieve their financial goals with the highest level of care and expertise.”

President of Beacon Pointe Matt Cooper noted, “We are thrilled to welcome the Artemis team to Beacon Pointe. Leigh Bivings is the next of several RIA Wealth Management founders and CEOs to choose to merge with Beacon Pointe. This continues the trend of strong female leadership in key markets for Beacon Pointe, which now also includes female executives Boston, Chicago, new York, Philadelphia, Dallas-Ft. Value, Orlandoand across Southern California. He said: “With an office on famous Newbury StLeigh and her partner Mark Haser Bring a Back Bay presence to our already successful company Boston office in Walthamled by Mark Mathers. Our two Boston Offices will work together to serve more customers the “Beacon Pointe way.” Boston and the greater New England area.”

Rooted in strong family values, $263 million AUM WhiteRock Wealth Management is a family-owned RIA firm dedicated to developing customized financial strategies that enable clients to achieve their long-term goals. The firm goes beyond prudent investment management to offer a full range of financial services, including tax and estate planning, retirement planning, estate preparation and broader spending advice. Led by President and CIO David Gurun, WhiteRock’s team of four seasoned professionals with decades of combined industry experience excels in thoughtful asset management, integrity and responsive customer service. With WhiteRock’s long-standing commitment to customer service and extensive local industry knowledge, as well as Beacon Pointe’s other significant North Central locations Texas Through acquisitions, Beacon Pointe is well positioned to meet the evolving and growing financial needs of customers in the greater DFW region.

David Gurun, President and CIO of WhiteRock, mentioned: “Our team is excited to join Beacon Pointe because we know the philosophy we have pursued for three decades aligns with the company’s core values. The depth of Beacon Pointe’s infrastructure will enable our multi-generational clients to benefit from comprehensive, personalized wealth management services.”

“The addition of WhiteRock Wealth Management as a partner adds to the density of the boom Dallas-Fort Worth “Marketplace continues to be a key growth area for Beacon Pointe,” says CEO and Founder Shannon Eusey. She adds: “This is our seventh acquisition in the.” Lonely star Condition; Together we are able to provide an even higher level of personalized service and meet the exciting demand of local customer growth.”

The acquisitions of WhiteRock and Artemis have officially been completed November 30, 2024And December 15, 2024respectively. Financial terms of the deal were not disclosed. These transactions, along with Beacon Pointe’s recent acquisition announcement, have increased Beacon Pointe’s assets under management to approx 40 billion dollars and more than 580 employees in 64 offices nationwide.

Representatives from Beacon Pointe Advisors, Artemis Financial Advisors and WhiteRock Wealth Management are available for interviews upon request.

About Beacon Pointe Advisors:

Beacon Pointe Advisors is the nation’s most prominent women-owned registered investment advisor (RIA), with offices and clients nationwide. Clients have long relied on Beacon Pointe’s professional advisors to set investment goals, establish asset allocation guidelines, vet investment managers during selection, evaluate fund performance, and develop strategic financial plans through our proprietary allWEALTH® approach works. For more information about Beacon Pointe Advisors, visit www.BeaconPointe.com.

Media contact:
Alli Warner
(949) 718-1634
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SOURCE Beacon Pointe Advisors