OUR PROCESS

At Beacon Wealth Management, our mission is to help you make smart decisions about your money.  To do so, we use a disciplined professional process to establish a solutions-based wealth strategy to help you reach your goals.

We designed this process specifically to help us do three important things:

  • Understand who you are and why money is important to your family

  • Create the best possible strategy for achieving those goals 

  • Keep us on track at each step of the process

We want to make sure that we always have the most up-to-date understanding of your personal situation. Therefore, our periodic financial checkups will ensure that when your life changes, your wealth strategy evolves with it.​

CONTACT US


607 E. Pike Street
Clarksburg, WV 26301-2901 
Phone: (304) 626-3900
Toll Free: (866) 623-3900

Email Us

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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.

 

©2018 by Beacon Wealth Management