Services Offered
Personalized Financial Planning
Customized strategies for wealth management, retirement, and financial goals tailored to individual needs.
Investment Portfolio Management
Expert management of investment portfolios to optimize growth and align with client objectives.
Retirement Planning
Comprehensive guidance to help clients achieve early retirement and long-term financial security.
Business Financial Advisory
Specialized advice for business owners on financial strategies, growth, and operational challenges.
Quarterly Financial Reviews
Regular meetings to update clients on portfolio performance and adjust strategies as needed.
Reviews
5(5 reviews)
Rating Distribution
5
5
4
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3
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2
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Douglas Brownlee
via Google
9 months ago
We have been working with Grant Hartvigson, our Beacon Pointe advisor, for more than 18 years. We trust his advice and he listens to our ideas. When we have questions he is prompt in his replies. We are kept well informed at regular intervals. It has been a very successful relationship that we are fortunate to have.
U
Ubergoo Forevervia Google
about 1 year ago
I’ve been working with Kimberly at Beacon Hill for a year now, and I couldn’t be happier with the results. She has expertly managed my finances, helping me reach my early retirement goals. Kimberly makes understanding financial options and strategies easy, and she approaches challenges with intelligence and creativity. Thanks to her guidance, my financial portfolio has seen significant growth. Highly recommend!
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Nancy Petersonvia Google
about 1 year ago
I love working with Kimberly at Beacon Pointe Seattle. I feel like my investments are in very good hands. She understands my goals, provides useful updates, answers all my questions, and is incredibly personable - it’s a pleasure to connect with her at our quarterly meetings. I highly recommend Beacon Pointe and Kimberly in particular.
A
Amy Chinnvia Google
about 1 year ago
My husband and I have worked with Kimberly Arnesen for many years and honestly, she is brilliant. Always very helpful and kind. When meeting with her, she listens, is prepared and has good ideas and strategies that have helped us. When emailing her, she is very prompt in responding which we appreciate. She never makes us feel like we don't know or understand things. We have our adult children now going to her also and they feel confident with her and trust the advice she offers. Kimberly is steady, personable and very knowledgable. We highly recommend her.
V
Valerie Musservia Google
over 1 year ago
I've had the pleasure of working with Kimberly Arnesen for a long time, and I can't recommend her enough! As a business owner, her ongoing advice continues to transform the way I approach my business. Kimberly consistently offers practical, thoughtful insights that are tailored to my specific needs. She takes the time to understand the challenges I face and always provides innovative, effective solutions. Her expertise in the industry is clear, and her passion for helping others succeed shines through in every interaction. If you're looking for long-term guidance and support, Kimberly is the one to trust!
