Client Wealth Strategy Portal

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

Investment 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).

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.