Beacon Pointe Advisors of Warsaw

Beacon Pointe Advisors of Warsaw is a Financial Planner in Warsaw, IN, located at 122 W Market St. It holds a rating of 4.50 based on customer reviews. The firm serves retirees, pre-retirees, multi-generational families, business owners, and executives. It provides financial planning and customized investment solutions. Services include estate planning, retirement planning, and tax planning. The wealth management process involves determining asset allocations, designing customized investment portfolios, and monitoring investments for strategic adjustments. The firm offers specialized assistance for ultra-high-net-worth families through family office services. These services include access to private money managers, private equity administration, and assistance with asset aggregation from multiple custodians. Planning also incorporates insurance solutions for life, long-term care, health, disability, property, casualty, and business needs. The team provides guidance regarding Medicare coverage, premiums, and out-of-pocket costs. The Warsaw advisory team includes Alan Alderfer and Mike Bergen. They author podcast episodes covering financial management, retirement planning, and estate planning. As an ERISA fiduciary, the firm can act as a 3(21) or 3(38) investment advisor.

Beacon Pointe Advisors is situated on W Market St in Warsaw, IN, just a short distance from Warsaw City Hall and West Center Street. It is also near the Kosciusko County Courthouse and the M3 Light Tank.

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