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Beacon Wealth Management Beacon Wealth Management
MENUMENU
  • About
    • who_we_are
      Who We Are
      Our mission: To empower clients to plan
      thoroughly, invest wisely, and retire happily. LEARN MORE
    • what_we_do
      What We Do
      We help our clients make informed financial
      decisions that put them on the right path to meet their financial goals. LEARN MORE
    • beacon_team
      The Beacon Team
      Come meet the people behind
      Beacon Wealth Management. LEARN MORE
  • Services
    • Investment Management
      Your goals reflect you and so
      should your portfolio. LEARN MORE
    • Financial Planning
      Where do you want to go and
      when do you want to get there? LEARN MORE
    • Tax Planning
      Are you sure you’re not
      overpaying? LEARN MORE
    • Retirement Planning
      Do you have a plan in place for
      the retirement of your dreams? LEARN MORE
    • Estate Planning
      Do you have an estate
      plan, and is it up to date? LEARN MORE
    • Insurance Analysis
      Are you prepared for the financial
      challenges of retirement? LEARN MORE
  • RESOURCES
    • Blog
      Read our latest thoughts on the markets,
      investing strategies, and financial planning. READ
    • Conference Calls
      Submit a question, then join us for our
      next open conference call. LEARN MORE
    • Videos
      Check out the latest videos and replays from our events. LEARN MORE
    • In the News
      See where our team has been featured in news stories. LEARN MORE
  • Calendar
    • Checkout this month’s events.
  • Contact
    • Light up your path. Contact Beacon today!
  • Client login
    • Access your reports here.
BWM Finding a Legally Sturdy Asset

Finding a Legally Sturdy Asset Protection Strategy

Do you remember the expression, “All that glitters is not gold?” There’s a lot of wisdom in that. In my last blog, I mentioned a potential asset protection vehicle called... read more →
  • October 24, 2017
  • Mark Germain, CFP®, MBA, ADPA®
  • No Comments
  • Asset Protection, Education, Financial Planning, Investing, Investment Strategy, Retirement, Retirement Planning, Retirement Savings, Trusts, Wealth Management
Convert to PDFClick to Print

NEXT BEACON EVENT:

Tax Reform in the Age of the Longevity Economy

Thursday, November 29, 2018 at 9:00 AM EST - Palm Beach Gardens, Florida
(Official Press Release)

  • Date: Thursday, November 29, 2018
  • Time: 9:00 a.m. – 11:00 a.m. EST
  • Location: Beacon Wealth Management at Intelligent Office, 4440 PGA Boulevard #600, Palm Beach Gardens, FL 33410
  • RSVP: To register, please email Karla Castillo at karla@bwmllc.com or call (201) 447-9500. Please be aware that space is limited.

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For additional information, or you have any
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Beacon Wealth Management
505 Main Street, Suite 214
Hackensack, New Jersey 07601
Tel. (201) 447-9500
Toll Free. 1-866-403-6310
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Email: thebeaconteam@bwmllc.com
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