Pineville, NC Office

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).