Phoenix, NY Office

Beacon Wealth Consultants serves individuals (including high‑net‑worth clients), trusts, estates, charitable organizations, business entities and plan sponsors with a range of services including comprehensive wealth management and financial planning, discretionary and non‑discretionary investment management, estate administration and retirement plan consulting. The firm also delivers its proprietary LightPoint Portfolio Solutions via sub‑advisory and model delivery arrangements and manages roughly $278 million in client assets across household accounts.

Investment decisions are guided by an internal investment committee that constructs asset‑allocation models, selects managers and oversees rebalancing, and the firm uses a structured discovery process (its True Wealth Solution and Vision Clarifier) plus risk‑tolerance assessments to tailor client strategies. Beacon emphasizes faith‑based, Biblically Responsible Investment (BRI) screening on a best‑efforts basis for its portfolios and supports both direct managed accounts and implementations through third‑party plan and platform arrangements.

Noteworthy for a team advisory firm, Beacon combines branded planning and portfolio programs with an active model/sub‑advisory distribution business and retirement plan fiduciary services, extending its role beyond typical retail wealth management. The firm also uses client testimonials and publishes performance results in its marketing materials — practices that are relatively uncommon among peer team firms and may be relevant for prospective clients assessing public performance communications.