Laporte Financial Group

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.

SpecialtiesNewkirk & Company Financial Services, Inc. is a collection of experienced professionals with the expertise to deliver the investment, financial and tax advice you need, with the careful attention you deserve. We have helped hundreds of clients identify their objectives and secure their financial futures. We offer effective, customized solutions specific to the financial needs and goals of you and your family. To schedule an appointment for a free, no-obligation financial analysis, call us today or complete the Contact form on our website; a representative will contact you as quickly as possible. We look forward to working with you in the future.

Lido Advisors, based in Orlando, FL, specializes in holistic wealth management tailored for high-net-worth families and individuals. With over 25 years of experience, the firm integrates investment, tax, and legacy planning to navigate the complexities of wealth management. Utilizing a unique family office model, Lido combines in-house investment capabilities with a network of affiliated professionals to provide sophisticated strategies and personalized service. The firm is recognized as one of the fastest-growing private wealth management companies in the nation, managing over $25 billion in regulatory assets. Generated from the website