Beacon Pointe has extended its reach in the Northeast with the integration of another billion-dollar-plus ensemble practice, while Integrated sharpens its support for business owner clients and Aspen Standard Wealth names a new president to help lead its growth efforts.
Beacon Pointe Advisors is bolstering its presence in New England by bringing on The Financial Advisors, a $1.2 billion RIA based in Andover and Newburyport, Massachusetts, that has been employee-owned since 1992.
The deal extends Beacon Pointe’s reach in a region the firm has identified as strategically important and adds to the roughly $62 billion in client assets it oversees across more than 90 offices nationwide.
The Financial Advisors’ 11-person team focuses on business owners and multi-generational families, with capabilities in investments, tax planning, and retirement planning.
The team’s partnership-driven structure and emphasis on continuity for clients fit with Beacon Pointe’s pitch around fiduciary, planning-led advice and its “allWealth” service model.
Partner and managing director Michael Kumph said in the announcement that the team was “very excited to join Beacon Pointe Advisors,” pointing to its shared long-standing emphasis on the client experience and planning process. He added that the move gives the practice a wider set of colleagues to collaborate with while keeping client relationships at the center.
Echoing the sentiment, Beacon Pointe president Matt Cooper said the combination marks an important step in “amplifying our presence in New England,” noting that both firms focus on building long-term relationships and delivering comprehensive guidance.
"The Financial Advisors team brings a depth of experience and disciplined planning strategy that truly complements our broader organization," CEO Shannon Eusey added.
Boston-based Integrated Partners is rolling out a new private wealth brand aimed squarely at entrepreneurs facing liquidity events and succession decisions. Integrated Private Wealth is designed as a consolidated platform where business owners can access planning, tax, insurance and family office capabilities before, during, and after a transaction.
The unit is led by executive director and private wealth advisor Homer Smith and sits within Integrated’s national RIA, which reports more than $25 billion in AUA. The brand is built around a three-stage process focused on maximizing business value, managing risk and taxes, and planning for life and legacy after a sale or recapitalization.
The strategy is to engage early, rather than stepping in only once a deal is done. Integrated Private Wealth is set up to align business strategy, personal financial planning and tax considerations well ahead of a transaction so that outcomes are intentional rather than reactive.
“Too often, business owners spend decades building something meaningful, only to experience fragmentation and uncertainty at the moment it matters most,” Smith said in the release. “We coordinate decisions early, anticipate risks before they become problems, and guide our clients through transitions with clarity, confidence, and control.”
Integrated founder and chief executive Paul Saganey said business-owner transitions “can’t be solved in silos” and require coordination across tax, planning, investment and risk management long before a deal is signed. He framed Integrated Private Wealth as a center of excellence that advisors across the firm can tap when their clients face complex exits or multi-generational wealth planning needs.
Aspen Standard Wealth is adding a growth-focused executive with deep RIA experience to its leadership team, naming former Beacon Pointe chief growth officer Kevin DiSano as president.
DiSano, whose track record in financial services goes back more than three decades, will be responsible for organic growth across the RIAs Aspen has acquired. His remit includes working with firm leaders on strategic planning, advisor and client acquisition, and long-term value creation, with an emphasis on helping practices grow “intentionally and independently” under Aspen’s permanent capital model.
The president role is a new position at Aspen Standard Wealth, a spokesperson for the firm confirmed with InvestmentNews.
“I am honored to join a firm as innovative and client centric as Aspen, where the focus is on the long-term success of our affiliated RIAs and their clients,” DiSano said. He added that he looks forward to introducing Aspen’s approach to more entrepreneurial wealth management firms.
Chief executive Aly Kassim-Lakha said the firm is “incredibly excited to have an industry leader like Kevin join us as president,” citing his alignment with Aspen’s focus on providing a permanent home for RIAs that want to preserve their brands and legacies while continuing to invest for future growth.
Rather than a buy-and-flip consolidator, Aspen positions itself as a long-term partner, emphasizing that it does not acquire firms with the intention of selling them. Instead, the firm says it invests in RIAs’ leadership teams and growth resources while allowing acquired practices to maintain their identities and client relationships.
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