Beyond Wealth Management Group, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$103,344,458
Clients
311
Advisors
4
of 4 employees
About
Beyond Wealth Management Group provides investment advisory and planning services to individuals (including high‑net‑worth clients), trusts, retirement plans, endowments, and businesses. Services include ongoing portfolio management, selection of third‑party money managers via the AssetMark platform, pension/401(k) consulting, financial planning, and 529 account advice offered at no additional charge to existing clients.
The firm develops a written Investment Policy Statement for each client and combines asset‑allocation models with manager selection and regular monitoring; it offers both discretionary and non‑discretionary management. Its investment process draws on a range of analytical methods — including fundamental, quantitative, technical and modern portfolio theory — and uses both long‑ and short‑term trading approaches depending on client objectives.
Notably, the firm is affiliated with a licensed insurance agency and its representatives may offer commissionable insurance products and annuities, a relationship the brochure discloses as a potential conflict of interest. The firm also relies on a third‑party platform (AssetMark) for manager selection and may receive business development allowances and conference support from that provider, and it does not aggregate trades for multiple client accounts — operational features that can affect execution and create additional conflict‑of‑interest considerations that are disclosed to clients.
Client services
Expertise
Occupation focus
Fee options
Fixed financial planning fees between $1,800 and $25,000 based on complexity.
$0 - $500,000: 1.00% $500,001 - $1,000,000: 0.90% $1,000,001 - $2,000,000: 0.75% $2,000,001 - $5,000,000: 0.50% $5,000,001+: 0.25%
Hourly financial planning fees between $250 and $500 based on complexity.
Fee-only: Fixed fees between $1,800 and $25,000 based on complexity; hourly fees between $250 and $500 based on complexity.
Main office
101 Main Street, Rear Building
New Paltz NY 12561
Advisors at this office
4
Most active in
New York · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Peter B
Series 65
New Paltz, NY
Beyond Wealth Management Group, LLC
Peter Banta is a financial advisor at Beyond Wealth Management Group, LLC in New Paltz, NY, holding a Series 65 designation with two years of industry experience. His prior work includes roles at KC Engineering and Land Surveying and RBT CPA's, LLP. Beyond Wealth Management Group provides investment advisory and planning services to individuals, trusts, retirement plans, endowments, and businesses. The firm develops customized Investment Policy Statements, employs a variety of analytical methods, and offers both discretionary and non-discretionary management tailored to client objectives.
Iseult L
Series 65
New Paltz, NY
Beyond Wealth Management Group, LLC
Iseult Laurore is a financial advisor at Beyond Wealth Management Group, LLC in New Paltz, NY, holding a Series 65 credential. Laurore has less than one year of industry experience and previously worked in various roles including residence life at SUNY New Paltz and positions in nonprofit and community service organizations. Beyond Wealth Management Group provides investment advisory and planning services to individuals, trusts, retirement plans, endowments, and businesses. The firm employs a written Investment Policy Statement for each client and integrates asset allocation models with manager selection and ongoing monitoring, using both discretionary and non-discretionary management strategies.
Christopher D
CFP®, ChFC®, Series 63, Series 65
New Paltz, NY
Beyond Wealth Management Group, LLC
Christopher Drouin is a CFP® and ChFC® with 20 years of experience in financial services. He has worked at Beyond Wealth Management Group, LLC since 2018 and previously spent 16 years at United/Mutual of Omaha. Outside of his advisory role, he serves on the executive committee of the New Paltz Regional Chamber of Commerce and is a board member of the Woodland Pond Continuing Care Retirement Community. Beyond Wealth Management Group provides investment advisory and planning services to individuals, trusts, retirement plans, endowments, and businesses. The firm develops tailored Investment Policy Statements and employs a variety of analytical methods and trading approaches to meet client objectives, offering both discretionary and non-discretionary management.
David C
Series 63
New Paltz, NY
Beyond Wealth Management Group, LLC
David Cross is a financial advisor with Beyond Wealth Management Group, LLC in New Paltz, NY, holding a Series 63 designation and five years of industry experience. He has been with Beyond Wealth Management Group since 2018 and has extensive experience with Mutual of Omaha Investor Services, Inc. and Mutual/United Of Omaha Insurance Company dating back to 1997. Outside of advisory work, he is involved in longstanding business operations including managing local enterprises in the food and retail sectors. Beyond Wealth Management Group provides investment advisory and planning services to individuals, trusts, retirement plans, endowments, and businesses. The firm develops tailored Investment Policy Statements and employs a mix of analytical and trading approaches, offering both discretionary and non-discretionary management.
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