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 in an authentic and genuine lifelong relationship that 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 achieve your goals, decide if we are a good fit and to monitor your progress
1. DISCOVERY SESSION
Establish understanding of family dynamics and current situation
Team of Professionals
2. DECONSTRUCTION ANALYSIS
We will perform a deconstruction analysis on your total financial situation. The combination of the following elements will be included to identify your financial strengths and the problem areas that need improved.
Our sensitivity and responsiveness to the human element
Wealth Strategy Confidence Checklist
State-of-the-art technical expertise in financial products and legal strategies.
Sophisticated wealth planning software
3. WEALTH STRATEGY RECOMMENDATIONS
We provide a Fiduciary commitment to partner with you in your best interest. We design a holistic wealth strategy based on 4 wealth cornerstones
Retirement and Investment Advisory
Tax Mitigation Planning
Family Legacy and Estate Planning
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.
Are you ready to take the next step towards
Enjoying more & worrying less?
Request a no-cost, no-obligation second opinion meeting today.
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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 WV, PA, OH, MD, NC, SC, TX, FL, NY and DE. No offers may be made or accepted from any resident outside the specific state(s) referenced.