Di Giulio Albert

At Beacon Pointe, we go beyond the traditional role of a financial planner, embracing the role of a holistic advisor, committed to steering you through life's pivotal financial choices. Whether contemplating your retirement timeline, navigating multi-generational wealth transfers, or designing a tax-efficient investment portfolio, we understand the inherent stress these decisions can induce. Trust Beacon Pointe Advisors to help you transform financial complexities into opportunities.

Davis Financial Group, located in Inverness, FL, specializes in creating custom financial strategies to help clients preserve their assets and achieve their retirement dreams. With a family-oriented approach, the firm emphasizes personalized plans that cater to individual goals and long-term financial well-being. As an independent advisory practice, Davis Financial Group offers a comprehensive suite of services, including retirement income strategies, wealth management, and asset protection. Their commitment to client relationships ensures ongoing support and adjustments to plans, allowing individuals to enjoy their retirement with confidence. Generated from the website

Stewardship Advisory Group is a financial services firm based in Ocoee, FL, specializing in providing personalized wealth management solutions to individuals and families. With a focus on long-term financial planning, the firm offers a range of services aimed at helping clients achieve their financial goals. By leveraging their expertise in investment management, retirement planning, and estate planning, Stewardship Advisory Group aims to empower clients to make informed decisions about their financial future. The firm prides itself on building strong, lasting relationships with clients based on trust, transparency, and a commitment to financial well-being. Generated from their business information