A complete list of active advisors currently associated with Beacon Light Wealth Management
Warmer can help you find a great advisor at Beacon Light Wealth Management or one who fits your needs even better.
Beacon Light Wealth Management serves individuals, families, and small businesses with ongoing, goals-based wealth management, individualized investment management, retirement plan consulting, and both bundled and planning-only financial planning engagements. The firm reports managing roughly $39.1 million on a discretionary basis and does not act as custodian of client assets. Investment advice is guided by a written investment plan or Investment Policy Statement and combines strategic, diversified asset allocation with an active/passive mix implemented mainly through ETFs and mutual funds; tax-aware implementation (including tax-loss harvesting and account-location guidance) is emphasized for taxable accounts, and direct-indexing techniques may be considered for concentrated stock positions. The firm recommends Charles Schwab as custodian and states it provides complementary financial planning as part of ongoing asset-based relationships while offering fixed-fee planning for standalone engagements. Noteworthy features for a firm of this size include its recent founding and single-principal ownership through a holding company structure, an optional non-advisory estate-document facilitation service that uses a third-party provider (with the firm retaining a disclosed portion of the flat fee), and a separate retirement-plan consulting practice that will acknowledge ERISA fiduciary roles in writing. The firm also discloses that certain supervised persons hold insurance producer licenses and may receive commissions for insurance sales, and it does not accept proxy-voting authority for client accounts.
To learn more about the advisors currently working at Beacon Light Wealth Management, 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 |
|---|---|---|
Carnegie, PA
| 5
| |
Carnegie, PA
| 7
| |
Carnegie, PA
| 9
|
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