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Announced

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Beacon Pointe completed the acquisition of Rosenthal Retirement Planning.

Synopsis

Beacon Pointe, an advisory firm, completed the acquisition of Rosenthal Retirement Planning, a provider of retirement planning. Financial terms were not disclosed. "A choice as important as this cannot be taken lightly without consideration for our clients, employees and our future growth as an advisory practice. We spent well over a year evaluating various firms before deciding to partner with Beacon Pointe. We're excited about the systems and technology that Beacon Pointe brings to the table; much of it will help our team off-load back-office tasks such as compliance and human resources and allow us to focus on what we do best – helping our clients. With Beacon Pointe's vast resources and growth mentality, we're confident we made the right choice for our clients and for ourselves," Burk Rosenthal, Rosenthal Retirement Planning President and Founder.

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