Beacon Bridge Wealth Partners, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$416,002,582
Clients
698
Advisors
6
of 11 employees
About
Beacon Bridge Wealth Partners provides personalized financial planning and discretionary and non‑discretionary investment management to individuals (including high‑net‑worth clients), families and entities such as family offices, trusts, private foundations and qualified retirement plans. The firm also offers retirement plan advisory services and facilitates management of held‑away and defined‑contribution participant accounts through a third‑party platform (Pontera).
Beacon Bridge tailors portfolios to each client’s objectives and risk profile, generally favoring an ETF‑based core while also allocating to mutual funds, equities, corporate bonds, REITs private/alternative funds and structured notes when appropriate. The brochure describes a fundamental, predominantly long‑term investment approach, the use of external managers when suitable, and regular monitoring with at least annual formal reviews and quarterly oversight of connected accounts.
Distinctive elements disclosed in the brochure include approximately $426.6 million in assets under management across six advisors and about 698 client relationships, and the firm’s use of endorsements in its advertising, a practice that is uncommon among peer team firms. The brochure also highlights potential conflicts and implementation details: certain personnel are registered representatives of Purshe Kaplan Sterling (PKS) and licensed insurance professionals, the firm receives custodial and technology benefits through Schwab, and it uses Pontera to implement held‑away allocations and avoid deemed custody.
Client services
Expertise
Occupation focus
Fee options
Financial planning fixed fees ranging from $2,000 to $24,000 based on plan complexity.
$0 - $499,999: 1.35% $500,000 - $999,999: 1.25% $1,000,000 - $4,999,999: 1.00% $5,000,000 - $9,999,999: 0.85% $10,000,000 - $19,999,999: 0.70% $20,000,000+: negotiable
Certain representatives receive commissions from insurance product sales and securities transactions in their individual capacities as registered representatives of PKS.
Main office
1600 N Bethlehem Pike, N 200
Lower Gwynedd PA 19002
Advisors at this office
6
Most active in
Delaware · Florida · Georgia · Maryland · New Jersey · New York · Pennsylvania · South Carolina · Texas · Virginia
Also doing business as
Beacon Bridge Wealth Partners, LLC · Ksw Investment Advisory Services · Ksw Investment Advisory Services, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Caitlin E
Series 65
Lower Gwynedd, PA
Beacon Bridge Wealth Partners, LLC
Caitlin Escoffery is a financial advisor at Beacon Bridge Wealth Partners, LLC with one year of industry experience. She holds a Series 65 designation. Prior to joining Beacon Bridge Wealth Partners, she worked at Kaplan International from 2012 to 2020. Beacon Bridge Wealth Partners provides personalized financial planning and investment management services to individuals, families, and entities such as family offices and qualified retirement plans. The firm employs a primarily long-term, ETF-based investment approach tailored to client objectives and risk profiles, managing approximately $426.6 million in assets across six advisors.
John J
ChFC®, Series 63, Series 66
Lower Gwynedd, PA
Beacon Bridge Wealth Partners, LLC
John Jim is a financial advisor with Beacon Bridge Wealth Partners, LLC, holding the ChFC® designation and Series 63 and 66 licenses. He has 31 years of industry experience, including 17 years at Ameriprise Financial Services, Inc., before joining Beacon Bridge in 2022. Beacon Bridge Wealth Partners provides personalized financial planning and investment advisory services to individuals, families, family offices, trusts, estates, private foundations, and qualified retirement plans. The firm tailors portfolios to clients’ financial conditions and goals, generally favoring a long-term investment approach while incorporating a range of investment vehicles and third-party platforms for portfolio management.
Steven K
CFP®, Series 66
Lower Gwynedd, PA
Beacon Bridge Wealth Partners, LLC
Steven Krzywicki Jr. is a CFP® professional with 26 years of industry experience. He is currently with Beacon Bridge Wealth Partners, LLC, where he has worked since 2022, following a 17-year tenure at Ameriprise Financial Services, Inc. He is an investor in a private invitation-only golf access platform and assists with related marketing initiatives. Beacon Bridge Wealth Partners provides personalized financial planning and investment management services to individuals, families, and entities such as family offices and qualified retirement plans. The firm emphasizes a fundamental, long-term investment approach with tailored portfolios that include ETFs, mutual funds, equities, and alternative investments.
Peter K
CFP®, Series 63
Lower Gwynedd, PA
Beacon Bridge Wealth Partners, LLC
Peter Keenan is a CFP® with 17 years of industry experience. He is currently with Beacon Bridge Wealth Partners, LLC, where he has worked since 2025. Prior to this, he spent 20 years at The Vanguard Group, Inc. and also had a brief tenure at APEX Financial Advisors, Inc. Beacon Bridge Wealth Partners provides personalized financial planning and investment advisory services to individuals, families, family offices, trusts, estates, private foundations, and qualified retirement plans. The firm customizes portfolios based on clients’ financial conditions, risk profiles, tax situations, and goals, typically favoring a long-term investment approach while utilizing a range of investment vehicles including ETFs, mutual funds, and private funds.
Christopher C
Series 66
Lower Gwynedd, PA
Beacon Bridge Wealth Partners, LLC
Christopher Chaves is a financial advisor with Beacon Bridge Wealth Partners, LLC, holding a Series 66 designation and nine years of industry experience. He has worked at Beacon Bridge since 2022 and previously spent six years at Ameriprise Financial Services, Inc. Beacon Bridge Wealth Partners provides personalized financial planning and investment management to individuals, families, and entities such as family offices and trusts. The firm tailors portfolios to client objectives and risk profiles, generally using an ETF-based core complemented by other asset classes, and follows a fundamental, long-term investment approach with regular portfolio reviews.
James S
Series 63, Series 65
Lower Gwynedd, PA
Beacon Bridge Wealth Partners, LLC
James Schmidt is a financial advisor with Beacon Bridge Wealth Partners, LLC, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for seven years before joining Beacon Bridge in 2022. Beacon Bridge Wealth Partners provides personalized financial planning and investment advisory services to individuals, families, trusts, estates, private foundations, and qualified retirement plans. The firm customizes portfolios based on clients’ financial conditions, risk profiles, tax situations, and goals, typically employing a long-term investment approach with a range of investment vehicles, including ETFs, mutual funds, and private funds.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)