Beacon Financial Strategies offers a wide range of advice-driven financial planning and investment management services, including tax help.  Our purpose is to help our clients make sound financial decisions.

We consider ourselves to be your advocate and partner as we work together – making progress toward your financial goals.

The services we offer our clients can primarily be classified into the following categories:

Net Worth Management

With so many moving and interrelated components, it can be difficult to make effective financial decisions without a panoramic view.  Beacon’s Net Worth Management service coordinates all elements of financial planning, tax planning and investment management into one comprehensive service.

Investment Management

The enormous responsibility of managing a portfolio to meet your long term investment objectives can be overwhelming.  Through our Investment Management service, we build portfolios that reflect your personal needs and circumstances – all the while adapting to changes along the way.

Personal Financial Planning

Financial planning is an ongoing process and the cornerstone by which all financial decisions are based.  Our Financial Planning engagements can help provide direction and create a dynamic road map, charting the course for your financial future.