Solutions & Services
Investment Management
You are unique. Your portfolio will be designed to accomplish your goals.
We'll help you be "tax smart" with your investment strategy, and with your portfolio withdrawals. Our portfolios can work-around (and with) your existing investments with large capital gains.
We are experienced in analyzing non-traditional investments like hedge funds, real estate, and private equity.
Whether your portfolio calls for growth, income, or something in between, we have the experience and solutions to help.
Insurance
Protecting you, your loved ones, your business, or your estate. That's the role of insurance in a comprehensive wealth strategy.
Some firms lead the initial conversation with insurance. The investment solutions come second, or not at all. This approach may result in you being "sold" high-commission products like Annuities or Whole Life insurance that you may not need.
Our approach is different. We typically recommend investment solutions over insurance products because we believe that you can accomplish your goals typically cheaper and without the restrictions that insurance policies often impose.
However, we acknowledge that Life Insurance, Annuities, Disability, and Long-Term Care Insurance can play an important role in your wealth strategy. If we recommend an insurance solution for you, we'll make sure that you understand what you're buying, and why you're buying it.
Estate, Charitable Giving, and Trust Services
The opportunity to make a difference in the lives of others is gift. Proper planning can make all the difference.
Working in concert with your estate planning attorney and CPA, we'll help you devise a strategy that respects your wishes and maximizes your impact.
We offer Donor Advised Funds which can be a great way to manage a charitable giving strategy.
If you don’t have an estate plan, especially medical directives and powers of attorney, we can introduce you to local attorneys who can help you.
Banking, Lending and Liability Optimization
Debt is very personal. Some want to get rid of it as quickly as possible. Others choose to take advantage of historically low interest rates and optimize their borrowing. However you feel about debt, we can help.
Our clearing firm offers a variety of solutions:
- Cash Management with ATM cards, check writing, and bill pay features
- Securities-based lending with relationship pricing discounts
- Business financing including lines of credit, term loans, and real estate loans
Client Service & Communications
Embedded within our services is our commitment to always demonstrate value to you. Every client of Beacon Private Wealth Management receives the following:
- Commitment to understanding you and your family
- Portfolio re-balancing
- Continual financial education
- Full access to my firm’s broad resources
- Cooperation and coordination with your CPA, attorneys and other advisors
- Protection of your privacy
Ongoing Communications with You
As a client you can expect to receive the following:
- Invitations to seminars and events that I host throughout the year.
- Invitations to conference calls with market commentators, portfolio managers, etc.
Electronic Communications
- Web site access to your accounts, including optimized mobile phone access.
- Timely investment and economic information from multiple sources.
- My monthly email newsletter.
- My website containing a variety of informational videos and whitepapers.
- Follow me on LinkedIn where I frequently post fresh, relevant content.