ReportWire

Tag: personal advisors

  • Zoe Announces Partnership With Award-Winning Firm Beacon Pointe Advisors

    Zoe Announces Partnership With Award-Winning Firm Beacon Pointe Advisors

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    Press Release
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    Jul 5, 2022


    NEW YORK, July 5, 2022 (Newswire.com)
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    Zoe, a wealth platform that accelerates wealth creation, announced its partnership with Beacon Pointe Advisors. After being qualified by Zoe’s rigorous vetting process, the registered investment advisory firm (RIA) is now a Zoe Certified Firm. Through their proprietary due diligence process, Zoe ensures to connect clients only with premier advisors who lead with comprehensive financial planning, provide fee transparency and honest services, and deliver value and peace of mind for their clients. 

    Beacon Pointe provides clients with objective and thoughtful investment and financial guidance. The firm’s mission is to improve people’s lives by finding alignment between each client’s goals, wealth, and priorities. Founded 20 years ago, Beacon Pointe is now one of the largest female-led RIAs in the country. Its corporate leadership team has a 50% female representation, and there are 15+ female-led wealth advisory teams across their 35 locations nationwide. Moreover, the firm has received several industry awards, such as Forbes’ Fastest Growing Firms, Barron’s Top 50 RIA Firms, Financial Advisor Magazine Top 50 RIAs, and Barron’s Top Women RIA Firms, among others. 

    “It is an honor to partner closely with a firm such as Beacon Pointe. This RIA embodies all the advisor characteristics that clients deserve. Not only are they experienced and experts, but they are also trustworthy, knowledgeable, unbiased and, most importantly, focused on the clients’ best interests,” said Andres Garcia-Amaya, CFA, Zoe’s Founder & CEO. “We are confident that having them as part of the Zoe Advisor Network will provide great value to hundreds of clients nationwide,” he added. 

    Beacon Pointe offers private wealth management and institutional consulting services. In both cases, their advisors focus on building strategic solutions tailored to their clients’ goal achievement, wealth accumulation, and long-term preservation. In addition, they share a holistic view of wealth management, understanding that for their clients to achieve peace of mind, they deserve more than simply knowing their risk tolerance, having an investment portfolio in place, or saving for retirement. Instead, they need clarity and alignment on their life’s money decisions. 

    For over 10 years, the firm has managed the Women’s Advisory Institute (WAI) to provide female clients and their families with peace of mind. This area of the firm offers unique and holistic wealth advice catered to the financial needs of women. They have expertise in several topics such as Divorce Financial Planning, Multi-Generational Wealth Planning, and Spousal Wealth Planning. 

    Beacon Pointe manages $24 billion in assets for over 10,000 clients across the country. Their comprehensive services include specialized solutions for multi-generational families, entrepreneurs, business owners, and individuals experiencing life transitions. They understand the complexities of life and are committed to guiding each client and making the experience as smooth as possible from a wealth management perspective. With a broad understanding of how personal passions and values drive a person’s decisions, Beacon Pointe advisors assist clients in determining what matters most to them and create financial plans that accurately reflect their priorities. Their impact investing approach aims to reflect the particular values of the client. It incorporates SRI (Socially Responsible Investing) and ESG (Environmental, Social, and Corporate Governance) factors and is custom to each client. 

    “Working with Zoe has been great for us. We share the belief that clients deserve high-quality advice and guidance to reach their goals in a way that feels right for their unique situation. Our advisors enjoy working with a business partner that understands the great impact a wealth advisor can have in someone’s life,” said Matthew B. Cooper, Partner and President at Beacon Pointe Advisors. 

    Learn more about Zoe at www.zoefin.com. 

    Find your wealth advisor: https://my.zoefin.com/onboarding. 

    Learn more about Beacon Pointe Advisors: https://beaconpointe.com/ 

    About Zoe 

    Zoe was founded with one mission: to accelerate wealth creation through exceptional client experience and innovative technology. The company’s human experts, alongside powerful technology, remove the friction from the process of finding, hiring, and working with a financial advisor. Through Zoe’s Platform, you will connect with Zoe-Certified Financial Advisors across the United States based on your unique financial situation and objectives. Zoe’s thoughtfully curated Network of interest-aligned financial advisors includes only the top 5% in the country. 

    Contact: press@zoefin.com

    Source: Zoe Financial

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  • Zoe Announces Partnership With Virginia-Based Wealth Planning RIA, Craftwork Capital LLC

    Zoe Announces Partnership With Virginia-Based Wealth Planning RIA, Craftwork Capital LLC

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    Press Release
    –

    Jun 15, 2022


    NEW YORK, June 15, 2022 (Newswire.com)
    –
    Zoe, a wealth platform connecting clients with the top five percent of wealth advisors in the U.S., announced its partnership with Craftwork Capital LLC. Zoe, recognized as one of Fast Company’s 2022 Most Innovative Companies, has a vetting process to identify and feature the top advisors nationwide. By pre-qualifying advisors admitted to its Network, Zoe ensures that prospective clients receive the advice they deserve directly from educated, trustworthy, credentialed, experienced, and knowledgeable wealth professionals. 

    Craftwork Capital, a Virginia-based registered investment advisory (RIA) firm, was founded with a mission to guide clients toward positive outcomes by offering tailored and actionable advice while delivering powerful investment performance. The firm prides itself on forming long-lasting relationships where mutual trust is foundational. They define success based on their clients’ satisfaction and sense of accomplishment. Craftwork Capital’s name derives from its view of financial management as a craft combining art and science elements. Their passion for employing their knowledge to craft financial plans to help clients confidently transition from their current situation to fulfilling their desired wealth goals inspired their name. 

    “Working with Craftwork Capital advisors is a constant reminder of how great wealth professionals accomplish impressive results when they dedicate their time and effort to getting to know their clients. Then, they carefully and thoughtfully create each strategy in a way that makes sense for the client based on their goals, risk tolerance, values, and priorities,” said Andres Garcia-Amaya, CFA, Zoe’s Founder and CEO, referring to the partnership. 

    The RIA manages $32 million in client assets and serves over 100 clients through financial planning or investment solutions. They offer world-class investment solutions and planning guidance while remaining focused on each client’s specific needs when making decisions. Craftwork provides clients a unique value proposition where they bring the personal touch of a boutique firm, paired with the powerful investing strategies associated with large ones. Each of the firm’s advisors uses their expertise and experience to help clients craft a better future. “We are aware that financial goals without a plan are just wishes. We are passionate about understanding each person’s concerns and building strategies that will enable them to achieve all those goals,” said Ross Anderson, CFP®, Founder and Principal at Craftwork Capital.

    Craftwork’s in-house Investment Committee creates and tailors investment portfolios for each client to ensure they reflect each client’s unique goals, circumstances, pain points, and aspirations. They plan for the person rather than the moment. Craftwork takes a hyper-personalized approach to wealth planning, aspiring to guide clients toward positive outcomes over the long term. Their level of customization sets clients up for success, yielding financial roadmaps that clients can achieve rather than overcomplicated plans that clients typically abandon before starting. Clients seeking financial planning, investment management, and wealth consulting services can connect with Craftwork advisors through the Zoe Platform. 

    “We enjoy working with Zoe’s team to create unique experiences for each client. Our partnership has enabled us to meet clients for whom we have the right solutions and are the perfect match. In addition, partnering with Zoe has allowed us to meet people we wouldn’t have met otherwise,” said Daniel Messeca, CFP®, Founder and Principal at Craftwork Capital. 

    Learn more about Zoe at www.zoefin.com. 

    Find your wealth advisor: https://my.zoefin.com/onboarding 

    Learn more about Craftwork Capital at https://craftworkcapitalllc.com. 

    About Zoe 
    Zoe was founded with one mission: to accelerate wealth creation through exceptional client experience and innovative technology. The company’s human experts, alongside powerful technology, remove the friction from the process of finding, hiring, and working with a financial advisor. Through Zoe’s Platform, you will connect with Zoe-Certified Financial Advisors across the United States based on your unique financial situation and objectives. Zoe’s thoughtfully curated Network of interest-aligned financial advisors includes only the top 5% in the country. 

    Contact: press@zoefin.com 

    Source: Zoe Financial

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