Next Generation Service Team

Each generation brings with it changing views of how they see the world, the types of services they demand and how they would like to receive them. While the next generation is not different in that sense, we know that the individuals in this up-and-coming generation certainly do demand services in their own way.

Our Next Generation Service Team is made up of a select group of Beacon Trust professionals who are interested in the ways in which social media, progressive technologies and life fulfillment considerations may be used in the traditional investment management and planning processes.  

As members of the next generation earn and inherit money and their views on wealth and their life goals develop, we plan to be there with them offering the right mix of services to help them meet their unique goals.

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