Welcome to Beacon Wealth Management
Save the Date!!! Thursday, October 21, 2010 - Our next complimentary FDU Seminar from 6:30 to 8:30 pm. Contact Tina Powell – tina@bwmllc.com for more details.
Beacon Wealth Management is a fiduciary, fee-based Registered Investment Advisory firm in Glen Rock, New Jersey. Beacon Wealth Management strives to simplify the planning process and reduce the amount of time you devote to managing your financial affairs. We attempt to create the free time you need to pursue the things that are important to you.
At Beacon, you receive personal attention and expert guidance with comprehensive financial planning that includes asset management, customized tax efficient investment solutions, portfolio planning, succession and intergenerational wealth transfer planning, family business planning and management of philanthropic endeavors. Wherever your goals take you…The Beacon Team will work closely with you to build a solid financial plan, and most importantly, implementation of game plans.
Beacon Wealth Management and other trusted advisors utilize a fee-based, fiduciary structure that allows you to gain freedom from compensation-based advice. As your advisors we have a fiduciary duty which means we must – and always will – act in your best interest at all times.
Live life fully. Manage wealth wisely.