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

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.

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Clarksburg, WV 26301-2901 
Phone: (304) 626-3900
Toll Free: (866) 623-3900

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Securities offered through Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Beacon Wealth Management operates independently of Cambridge. This communication is strictly intended for individuals residing in the states of DC, DE, FL, MD, NC, OH, PA, SC, TN, TX, VA, and WV. No offers may be made or accepted from any resident outside the specific state(s) referenced.


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