FINANCIAL PLANNING

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PORTFOLIO MGMT

RETIREMENT PLANNING​

RISK MANAGEMENT

FIXED INCOME PLANNING

LONGEVITY PLANNING

ALTERNATIVE INVESTMENTS

EDUCATION PLANNING

LIFE INSURANCE

LONGTERM CARE

ESTATE PLANNING​

CHARITABLE GIVING

OUR VISION: YOUR FUTURE.

At Beacon Wealth Group, relationships come first. We take the time to get to know you and your family, which is the primary reason why generations of families have trusted us. 

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We are Committed to these Simple Goals:

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1.  We want to maintain or increase your standard of living.

2.  We want to help prevent you from being a burden to your family.

3.  We want to help prevent you from running out of money.

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We offer a clear, concise approach to investments. We will always do what is right for you, first and foremost. Our primary goal is to answer your financial questions and solve your financial problems. 

OUR FINANCIAL ADVISORS

ANTHONY ESSIAN

DAN KRAUSKOPF

EVAN WEST

Our friendly and experienced team of advisors and support staff look forward to the opportunity to learn more about your needs and share how we may be able to help.

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