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    Beacon Wealth Management

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    Description

    • When Mark Germain founded Beacon, he felt that financial advisors should go farther and deliver deeper service for clients. Advisory firms were helping clients develop financial plans, but few of those plans were being carried through. With a clear vision to assist clients with plan implementation, Beacon Wealth Management began with just four clients in 2002, and now manages more than $250 million.Beacon is a fiduciary, fee-based registered investment advisory (RIA) firm. As a fiduciary, we act in the best interests of our clients not just because its required by law, but also because we truly want the best for every client we serve. We are not a broker-dealer, so we dont earn commissions on investment products. Our primary motivation is your success.We focus our client services on six areas: Investment Management, Financial Planning, Tax Planning, Retirement Planning, Estate Planning, and Insurance Analysis. Face-to-face and virtual meetings. Get in touch with us for a complimentary, no-obligation portfolio analysis at tina@bwmllc.com.
    • location

      Headquarters:505 Main Street Suite 214, Hackensack, New Jersey, United States

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    • Beacon Wealth Management phone

      Phone Number: +1 201-447-9500

    • Beacon Wealth Management website

      Website: https://www.bwmllc.com

    • Beacon Wealth Management employees

      Employees:11

    • Beacon Wealth Management revenue

      Revenue:$1 - 10M

    • Beacon Wealth Management legal name

      Legal Name:Beacon Wealth Management

    • Beacon Wealth Management's Social Media

      Beacon Wealth Management linkedin Beacon Wealth Management facebook Beacon Wealth Management twitter
    • done Is this data correct?

    • |  NAICS Code: 523930  |

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    Person level website identification

    Managing Director for Beacon Wealth Management

    Norman Sohn

    Managing Director

    Person level website visitor identification

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    View Employees

    Norman Sohn

    Managing Director

    Frequently Asked Questions regarding Beacon Wealth Management

    • Where are Beacon Wealth Management's Headquarters?

      Beacon Wealth Management's Headquarters are in 505 Main Street Suite 214,Hackensack,New Jersey,United States

    • What is Beacon Wealth Management's phone number?

      Beacon Wealth Management's phone number is +1 201-447-9500

    • What is Beacon Wealth Management's official website?

      Beacon Wealth Management's official website is https://www.bwmllc.com

    • What is Beacon Wealth Management's Revenue?

      Beacon Wealth Management's revenue is $1 - 10M

    • What is Beacon Wealth Management's NAICS code?

      Beacon Wealth Management's NAICS code is 523930

    • How many employees are working in Beacon Wealth Management

      Beacon Wealth Management has 11 employees

    • What is Beacon Wealth Management's Industry?

      Beacon Wealth Management is in the industry of Financial Services

    • Who is Beacon Wealth Management's Managing Director?

      Beacon Wealth Management's Managing Director is Norman Sohn

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