Managing a financial portfolio effectively can be a complicated process, and it is important to maintain an open line of communication with a trusted advisor. Beacons's wealth advisors are experienced, organized and knowledgeable, and we can work seamlessly with your accountant, attorney and other members of your existing financial team.
Our experienced professionals become familiar with each client's circumstances, considering investments, tax and estate issues, wealth transfer, insurance, liquidity needs and credit management. Whether your wealth is inherited, earned from a start-up business or accrued over time, it is important to precisely evaluate your needs and goals before establishing a program.
Beacon's Wealth Management Group is familiar with the latest developments and opportunities, carefully balancing all opportunities with your risk threshold and goals. We know your investment returns should be maximized in careful balance with both your short and long-term needs, tax consequences and asset transfer plans.