INVESTMENT MANAGEMENT
Beacon Advisors understands that each client has specific and unique circumstances that impact and drive their goals and objectives. Our priority is to thoroughly understand our client's current situation relative to their immediate needs, as well as their ultimate goals and objectives, and to then formulate an appropriate and successful financial strategy that is specific to each client.
FAMILY OFFICE
Our experience with Ultra-High net worth families and business owners enables us to provide and/or facilitate various non-investment related Multi-Family Office services. Our goal is to build meaningful and lasting relationships by providing ongoing assistance, guidance and focus. We help simplify these processes that are often overwhelming among full schedules and other life circumstances.
CONSULTING
Beacon Advisors provides consulting services for a number of significant financial decisions and situations including Pre and Post Business Transaction Planning, Retirement Planning, Financial Planning, facilitate Estate Planning, Insurance Review, Third Party Investment Analysis, Commercial Real Estate Acquisition, Annuities, and more.
Beacon
Noun [bee-kuhn]
A strong, steady and consistent light that acts as a reference point and guide, enabling one to safely and successfully navigate their way.
