A complete list of active advisors currently associated with Beacon Bridge Wealth Partners, LLC
Warmer can help you find a great advisor at Beacon Bridge Wealth Partners, LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at Beacon Bridge Wealth Partners, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Lower Gwynedd, PA
| 9
| |
Lower Gwynedd, PA
| 1
| |
Lower Gwynedd, PA
| 32
| |
Lower Gwynedd, PA
| 17
| |
Lower Gwynedd, PA
| 26
| |
Lower Gwynedd, PA
| 15
|
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