6/7/2023 0 Comments Benchmark fort wayne![]() The newest Beacon Pointe team is led by Wayne McCullough, Keith Ferguson, Allen Ferguson, and Rawles Bell who have all become partners at Beacon Pointe Advisors. By joining Beacon Pointe, we now can take that client service standard to the next level thanks to Beacon Pointe's back-office support in the areas of planning, compliance and operations that will only enhance our service efficiencies." This belief system has always served us well and kept our clients' needs at the forefront of our team. ![]() Since the day I stepped into the financial services industry I believed in a client-first, employee-second and shareholder-third mentality. "We start every client and business relationship with trust, integrity, respect, and family," shares Wayne McCullough, former President and Managing Partner of Benchmark Private Wealth, now Partner, Managing Director of Beacon Pointe, "and Beacon Pointe reflects these same core values. With over $600M in assets under management, Benchmark Private Wealth marks Beacon Pointe's fourth acquisition in Texas and the third in the state within the last year, following the acquisition of Rosenthal Retirement Planning in Fort Worth in October 2021 and Wealthstreet Investment Advisors in Dallas in April 2021. Beacon Pointe will maintain a professional third-party referral relationship with Benchmark Bank to provide wealth management, investment advisory, and financial planning services to clients of the bank. Photographed left to right: Skylar Ricard, Rawles Bell, Wayne McCullough, Keith Ferguson, Allen Ferguson, Jamie Montgomeryīenchmark Private Wealth Management is unique to previous Beacon Pointe acquisitions in that it is the first time procuring a wealth advisory group initially connected to a bank.
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