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We are excited to share the news that we have merged our firm with Beacon Pointe Advisors! For future updates from our Benchmark advisory team, please like/follow the Instagram page.

We are excited to share the news that we have merged our firm with Beacon Pointe Advisors! For future updates from our Benchmark advisory team, please like/follow the Beacon Pointe page.

Beacon Pointe and $600M Benchmark Private Wealth Management Join Forces in M&A Partnership /PRNewswire/ -- Beacon Pointe Advisors ("Beacon Pointe") has just closed another merger, this time heading back to Texas securing Benchmark Private Wealth...

Friday Five....check it out!

Friday's Five 1. Articles/Books we're reading Attention, Target shoppers: Robots are giving $10 manicures at 3 Dallas-Fort Worth stores 2. What we're watching Top Gun: Maverick | Most Intense Film Training Ever 3.

The Friday Five! Have a great weekend!

Friday's Five 1. Articles/Books we're reading Oreo and Ritz Made a Cookie and Cracker Mashup Nobody Saw Coming 2. What we're watching Disruptive Tech M&A Deals Defy Market Volatility 3. Portfolio Manager/Fund Highl

Some summer reading ideas!

Benchmark PWM Summer Book List BPWM Summer 2022 Book List Here are some of our team's favorite reads to check out for the summer! The Psychology of Money by Morgan Housel Emotionally Healthy Spirituality by Peter Scazzero 1984 by

Looking for a good book to read this summer? Check out our team's recommendations!

Benchmark PWM Summer Book List BPWM Summer 2022 Book List Here are some of our team's favorite reads to check out for the summer! The Psychology of Money by Morgan Housel Emotionally Healthy Spirituality by Peter Scazzero 1984 by

Scots Dads Club crushing cafeteria duty!

The Friday Five!

Friday's Five 1. Articles/Books we're reading How the Offer of ‘Free Shipping’ Affects On-line Shopping 2. What we're watching IBM computer beat a chess world champion for the first time 3. Portfolio Manager/Fund H

Check out these thoughts for long-term investors in volatile markets!

Benchmark PWM - Market Volatility Market Volatility May 16th, 2022 “Doing well with money has a little to do with how smart you are and a lot to do with how you behave.”- Morgan Housel Rising rates, soaring gas prices, runaway infla

That’s a wrap! Great week at ⛳️☀️

Representing at DCC Member Guest! ❤️

First panel in ATX was a success! Always a pleasure visiting with clients, friends, and the Benchmark family in Austin ❤️ looking forward to next time!