Maumee, OH Office
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Beacon Associates Wealth Management, LLC
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About
Beacon Associates Wealth Management provides investment advisory and financial planning services to individual and high‑net‑worth clients, as well as trusts and estates. The firm primarily delivers discretionary asset management through co‑advisory or sub‑advisor arrangements and also offers project‑based and hourly planning engagements.
Beacon typically places clients on model‑driven strategies managed by third‑party managers (TPMs), selecting appropriate models based on each client’s objectives and monitoring TPM performance, personnel, and regulatory events while retaining the ability to reallocate among managers. Client goals and any investment restrictions are documented, accounts are reviewed on a regular basis, and custodial account statements are issued directly to clients.
Notably, a principal operates an affiliated insurance agency and several firm representatives are licensed to sell insurance products, and the firm discloses that it receives separate insurance commissions as well as a portion of TPM management fees — conflicts the firm describes and says it manages through disclosures and fiduciary procedures. Beacon is a relatively new, three‑advisor firm that has applied for SEC registration, co‑advises roughly $101 million in client assets, and generally does not vote client proxies (clients receive proxies from their custodians).
Expertise
Location
1755 Indianwood Circle, Suite 200
Maumee OH 43537
Advisors at this office
2
Advisors at this office
Steven W
Series 65
Maumee, OH
Beacon Associates Wealth Management, LLC
Steven Wise is a Series 65 licensed advisor with 12 years of industry experience. He is currently with Beacon Associates Wealth Management, LLC, where he has worked since 2022. Prior to this, he held roles at Simplicity Wealth and Virtue Capital Management, and he serves as Chapter Director and Financial Educator for the American Financial Education Alliance, focusing on Social Security and retirement planning workshops. Beacon Associates Wealth Management provides investment advisory and financial planning services to individual and high-net-worth clients, as well as trusts and estates. The firm primarily delivers discretionary asset management through third-party managers, selecting and monitoring models based on client objectives while offering project-based and hourly planning engagements.
Quinten W
Series 65
Maumee, OH
Beacon Associates Wealth Management, LLC
Quinten Wise is a financial advisor at Beacon Associates Wealth Management, LLC with five years of industry experience. He holds the Series 65 designation and previously worked at Simplicity Wealth and Williams International Co., LLC. In addition to his advisory role, Wise educates individuals on Social Security and retirement planning through workshops with the American Financial Education Alliance. Beacon Associates Wealth Management serves individual and high-net-worth clients, as well as trusts and estates, offering discretionary asset management primarily through sub-advisor and co-advisor relationships. The firm focuses on selecting and monitoring third-party portfolio managers, providing actively managed portfolios with quarterly reviews and no minimum account size.
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