Wealth Portal Access
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BEACON WEALTH MANAGEMENT
Institutional Partners

Hands-on Advice with

Global Institutional Partners?

Wealth Advisory Team

Our dedicated team acts as your personal wealth advisor. We create a customized wealth strategy, deliver a superior client experience, and provide the necessary support to achieve your life goals.

Meet our team

Broker / Dealer and Registered Investment Advisor Firm

We proudly partner with a privately owned Broker-Dealer and Registered Investment Advisory firm committed to transparency and independence, with no proprietary products. Their compliance oversight ensures strict adherence to securities laws and the highest standards in our practices.

Account Custodians

Account custodians are crucial for managing client assets. They provide account statements, execute trades, and ensure accurate IRS reporting.

Investment, Insurance, and Research Institutions

We provide an Open Architecture Platform with no proprietary products or companies. We have unlimited access to thousands of global investment firms, insurance companies, research institutions, and top-tier technology tools.

READY TO ALIGN YOUR FINANCES WITH YOUR LIFE GOALS?

LET'S TALK.

Our discovery call is designed to connect and understand what you’re looking for in financial guidance. Let’s discuss your priorities and see if our approach aligns with your goals. Schedule your call to begin planning for what matters most.
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Wealth Portal Access

4565 Benedum Drive
Bridgeport, WV 26330

(304) 626-3900

[email protected]

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Check out the background of firms and investment professionals on FINRA’s BrokerCheck.

Securities offered through Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Beacon Wealth Management operates independently of Cambridge. This communication is strictly intended for individuals residing in the states of WV, PA, OH, MD, NC, SC, TX, FL, NY, DE,  KY, CA and WI.  No offers may be made or accepted from any resident outside the specific state(s) referenced.

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