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OUR PROCESS

Life Evolution FORMAT:

Have you ever tried to put together a 1,000-piece puzzle without a picture? Managing wealth without a clear process is just as challenging. We believe if you focus on the right processes, in the right way, you can design your way to success.

How Our Team Provides Value.

We are a family-focused wealth management firm.  We believe an authentic and genuine lifelong relationship begins with the foundation of truth and honesty.   Our clients are like family to us and we are selective for whom we accept into our family.  The process of becoming our client involves a few unique steps designed to meet your goals, decide if we are a good fit and to monitor your progress

We have developed and refined a consultative process that allows our clients' lives to evolve smoothly from building wealth in the working years to an enjoyable retirement to transferring their family wealth and estate in the most tax advantageous and efficient manner.

1. UNDERSTANDING OF FAMILY DYNAMICS 

  • Family Story

  • Occupation

  • Recreation

  • Money Goals

  • Asset Summary

  • Team of Professionals

2. DECONSTRUCTION ANALYSIS

​We use the combination of the following elements to identify the challenges stopping you from achieving your wealth goals.

  • Our sensitivity and responsiveness to the human element.

  • Sophisticated wealth planning software.

  • State-of-the-art technical expertise in financial products and legal strategies.

3. WEALTH STRATEGY RECOMMENDATIONS

We provide a Fiduciary commitment to partner with you in your best interest.  We develop a wealth strategy based on 4 cornerstones.

  • Retirement and Investment Advisory

  • Tax Mitigation Planning

  • Protection Against Catastrophic Losses

  • Family Legacy and Estate Planning

If we determine we are a good fit for each other, we deliver actionable advice, starting with the wealth cornerstone most important to you and your family. 

4. MONITOR AND ADJUST

As life unfolds, changing events often cause your needs to evolve.  

  • We will always proactively communicate with you to make sure we maintain a current understanding of your family dynamics. 

  • We will constantly be reviewing your strategy’s progress relative to what you want to accomplish.

  • We will adjust as needed.

ENJOYING MORE & WORRYING LESS?

ARE YOU READY TO TAKE THE NEXT STEP TOWARDS

Request a no-cost, no-obligation second opinion meeting today.

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CONTACT

4565 Benedum Drive

Bridgeport, WV 26330
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