Wealth Management Services

Managing your finances is time consuming and complex. For those who want a financial advisor involved in all aspects of their financial planning life, the wealth management engagement is the right service for you.


Beacon proactively pursues opportunities to assist you in all aspects of your financial plan. The wealth management service combines Investment Management, 401k monitoring, and will updates to your financial plan. Also, under the wealth management service, Beacon will complete your annual tax return.