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ACCOUNT ACCESS

You must be a Beacon Wealth Management client to access these tools.

Wealth Strategy Portal

Access your private, personal website where you organize and manage your total financial affairs.

Investment Performance
Reports

An account aggregation site that provides performance information for all of your investments accounts.

Retirement
Plan Center

Access your employer sponsored plans such as 401(k)s and 403(b).

BWM's Client Wealth Strategy Portal is your private, personal financial website.  It allows you to have a simple-to-understand summary of all your financial priorities, investments, insurance, banking statements, and important documents in one safe place. With it, you will be able to fully organize and manage your total financial affairs and establish your pathway to financial freedom and confidence.

These client resource links will redirect you outside of the Beacon Wealth Management (BWM) domain into a third-party hosted website. Neither BWM nor any of its subsidiaries or affiliates, make any representations as to the quality or accuracy of the information that is provided. BWM is not liable for any direct or indirect technical or systems issues or any consequences arising out of your access to, or your use of, third-party technologies, sites, information and programs made available through the BWM website.

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