How We're Different

Why beacon wealth?

At BWM, providing exceptional service drives everything we do. We are committed to creating a purposeful, highly-engaging and uniquely-personalized client experience for thoughtful investors.

If you are looking for an advisor, you can check off the boxes:

FIDUCIARY

As a fiduciary, our counsel is based solely on what is best for the individuals and families we serve. We are an independent firm with no proprietary products, which means we’re not beholden to any specific investment vehicles.

TEAM APPROACH

We have assembled an entire family of local professionals to provide an effective client experience.
We work closely with some of the top CPAs, attorneys, and other local professionals in the area to help individuals and families maximize the efficiency of their portfolio as few other firms can.

FEE-ONLY

We work exclusively for our clients. How we charge is straightforward and transparent. Our advisory accounts do not have commission or transaction fees. We charge a percentage of assets based on the assets we manage for you.

CREDENTIALED

With nearly three decades of experience, John’s professional credentials include Certified Wealth Strategist, Accredited Investment Fiduciary, Certified Estate Planner, Chartered Federal Employee Benefits Consultant, Professional Plan Consultant and Registered Financial Consultant.

CLIENT FOCUSED

Our relationship will be more of a warm partnership than a cold client-advisor relationship. We take the time to get to know you, your plans, and your goals well enough to achieve your retirement dreams. To us, you’re human, not an account. Our flexibility and attention to personal detail help to distinguish us from the other, more corporate firms out there.

HOLISTIC PLANNING

Our retirement red zone investment strategy is tailored to provide the right investment mix that suits you. We believe your investment portfolio should be as unique as your DNA. Our strategy enables you to organize and manage your personal wealth so that all the pieces of your wealth puzzle harmoniously work together to help achieve your personal goals.

OUR FIDUCIARY PLEDGE TO YOU

Invest for your goals, not ours.
Offer custom, low-cost investments.
Help with all aspects of your financial life.
Offer the best tools for financial success.
Help you keep your dough straight.
Have fun with our clients!

59 1/2 - WHY IS THIS AGE SO IMPORTANT?

You’re six years from your full retirement age. And you’ve lived through some of the most exciting and challenging times in modern history.

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PORTFOLIO RISK ANALYSIS

Take our no-cost, no-obligation 5-minute questionnaire that covers topics such as portfolio size, top financial goals, and what you're willing to risk for potential gains.

Get risk Analysis

How We're Different

Why beacon wealth?

If you are looking for an advisor, you can check off the boxes:

FIDUCIARY

TEAM APPROACH

FEE-ONLY

CREDENTIALED

CLIENT FOCUSED

HOLISTIC PLANNING

OUR FIDUCIARY PLEDGE TO YOU

59 1/2 - WHY IS THIS AGE SO IMPORTANT?

PORTFOLIO RISK ANALYSIS

Let’s Have a Conversation
Request Your 15 Minute Discovery Call Today!

Who We Are

What We Do

Tools & Resources

Wisdom 2 Wealth Insights

How We're Different

Why beacon wealth?

If you are looking for an advisor, you can check off the boxes:

FIDUCIARY

TEAM APPROACH

FEE-ONLY

CREDENTIALED

CLIENT FOCUSED

HOLISTIC PLANNING

OUR FIDUCIARY PLEDGE TO YOU

59 1/2 - WHY IS THIS AGE SO IMPORTANT?

PORTFOLIO RISK ANALYSIS

Let’s Have a ConversationRequest Your 15 Minute Discovery Call Today!

Who We Are

What We Do

Tools & Resources

Wisdom 2 Wealth Insights

Let’s Have a Conversation
Request Your 15 Minute Discovery Call Today!