OUR SERVICES

We Develop Comprehensive Wealth Strategies

Have you ever tried to put together a 1,000 piece puzzle without a picture? Every person’s finances are a puzzle that can only be solved through active listening.   Once we have reached a deep understanding of all the dynamics that impact your life, the financial advice part of your wealth strategy begins.  

                                 

Our comprehensive wealth strategy enables you to organize and manage your personal wealth so that all the pieces of your wealth puzzle harmoniously work together with one simple goal.  To provide advice and strategies that align the money you have with the life you want to live.

There are 5 key pillars to our Wealth Strategy.

Are You Prepared for Retirement?

Make sure you're ready for retirement and take the first step today by requesting a free discovery consultation meeting. What do you have to lose?

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CONTACT US


607 E. Pike Street
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.

 

©2018 by Beacon Wealth Management