Team

Our Story

Point Windward Advisors was created to reflect not only who we are, but how we serve. Formerly Beech Hill Advisors, our new name is drawn from sailing, where windward means moving skillfully against the wind, steering with intention and clarity.

For us, Windward represents more than a direction - it symbolizes resilience, strategy, and the steady guidance families need when navigating complex financial decisions. Just as a skilled sailor uses the wind to move forward, we help our clients turn challenges into opportunities, adapt with confidence, and stay focused on what matters most - today and for generations to come.