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Beacon Pointe - Stoneham fka Financially in Tune, LLC

EST. AUM
$326,246,969

CONTACTS

CLIENT ACCOUNTS
864

Firm Details

Metro area Boston
CRD Number 156200
Website beaconpointe.com
Client types

Overview

On May 1, Financially in Tune was acquired by Beacon Pointe Advisors. Operating as a prominent New England regional office under the KKR-backed parent network, this Stoneham-based private wealth practice functions as a strategic allocator of private client capital. Originally established in 2011 as a female-founded fiduciary firm, the practice specializes in managing and deploying private wealth through an education-first philosophy, building institutional quality portfolios customized for multi-generational families, female executives, and individuals navigating major life milestones.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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