Grant Hartvigson

About Grant Hartvigson

I help high-net-worth individuals and families make the most informed decisions related…

Experience

1. Partner, Managing Director

   Beacon Pointe

   Sep 2021 — Present

   Beacon Pointe is a registered investment advisory firm that takes a comprehensive approach to helping institutions, retirement-sponsored plans, and high-net-worth individuals and families set and meet their financial goals. We focus on full service financial planning and research driven investments. Through our allWEALTH® approach, we partner with our clients to help them make the most informed decisions possible on any issues related to their wealth and help clients align their wealth to what matters most. Securites and asset management offered through LPL Financial Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed as to accuracy and completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Education

• University of Washington

  BA, Foster School of Business, Finance

  1993 — 1996

Skills

• Portfolio Management
• Retirement
• Estate Planning
• Securities
• Investment Advisory
• Financial Planners
• Management
• Asset Management
• Finance
• Investment Management
• Wealth
• Integrated Marketing
• Strategic Planning
• Strategic Financial Planning
• Fundraising
• Marketing
• Investments
• Risk Management
• New Business Development
• Leadership
• Financial Advisory
• Financial Planning