We invite you to attend our Holiday Party Open House on Thursday, December 2nd from 5:00 to 10:00 pmRead More >

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 utilizes a fee-based, no commission, and fiduciary structure. As registered investment advisors we have a legal fiduciary duty which means we must – and always will – act in your best interest at all times, giving you complete freedom from compensation-based advice.