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Announced

Completed

Beacon Pointe completed the acquisition of Benchmark Private Wealth Management.

Synopsis

Beacon Pointe, an investment adviser, completed the acquisition of Benchmark Private Wealth Management, a financial planner. Financial terms were not disclosed. "We start every client and business relationship with trust, integrity, respect, and family. Since the day I stepped into the financial services industry I believed in a client-first, employee-second and shareholder-third mentality. This belief system has always served us well and kept our clients' needs at the forefront of our team. By joining Beacon Pointe, we now can take that client service standard to the next level thanks to Beacon Pointe's back-office support in the areas of planning, compliance and operations that will only enhance our service efficiencies," Wayne McCullough, Benchmark Private Wealth President and Managing Partner.

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