There is nothing cookie-cutter about us!


As an independent, privately-owned wealth consulting firm, we are free from both public shareholder demands and bottom-line corporate profits, which gives us the freedom to put you first.


noun. the power or right to act, speak, or think as one wants without hindrance or restraint

FREEDOM allows us to be genuinely relationship-driven, so we can care about your success and focus on your individual needs.


FREEDOM allows us the ability to offer unbiased advice and keeps us from any ties to proprietary products and companies.


FREEDOM allows us to be free from public shareholder demands and bottom-line corporate profits.


FREEDOM gives us unlimited access to hundreds of global strategic partners and first-rate technology tools.

In order to facilitate our regulatory compliance and assure our advisors adhere to all securities laws and regulations; we have chosen to be affiliated with an independent, privately owned RIA firm and broker dealer that also has no proprietary products or quotas.

Investment Advisory Services offered through Cambridge Investment Research Advisors, a Registered Investment Advisor. Securities offered through Cambridge Investment Research, member FINRA / SIPC. Beacon Wealth and CIR operate independent of each other.

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