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Beacon Wealth Management, LLC
       
 
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Beacon Wealth Management, LLC
 
 
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Beacon Wealth Management LLC, is a financial services firm committed to helping you achieve your long-term financial goals. We pride ourselves on personalizied service and by talking with you, we learn what is important to you, be it your family, a favourite charity or investment success.

Intellectual Capital, we believe is our value to our client. We, as a group, have extensive experience with wealth preservation and wealth building strategies. We have been here in good times and bad times and will bring value to you from our experience, training and successful implementation of financial strategies for families and individuals.

We are fee-based advisors. This means that we get paid by you to do work for you. We accept no commissions, have no fee-sharing arrangements nor are we affiliated with any other company or product. Hence our advice is impartial, completely objective and free of conflicts of interest.
Overview: 

Beacon Wealth Management, LLC is an independent, fee-based Registered Investment Advisory Firm based in Hackensack, New Jersey. We currently manage more than $250 million of private wealth for a successful clientele of high-net worth investors, retirees, physicians, surgeons, entrepreneurs, attorneys and professionals in business. Beacon is a fiduciary advisor, representing the highest ethical standard for investment professionals. Our business model is transparent; we do not receive commissions or compensation from anyone other than our clients.

Beacon advises clients on life’s financial decisions and acts as their personal CFO. We build tactical investment strategies and client portfolios dynamically positioned to take advantage of market opportunities. Every important decision we help make is designed to accomplish set objectives, mitigate risk, protect principal and meet return expectations in six key areas:
Investment Management
Financial Planning
Tax Efficient Investing and Planning
Retirement Planning
Estate Planning
Insurance Analysis

Our total team commitment to firm excellence is led by Beacon's founder and CEO Mark S. Germain, CFP®, MBA. Mark is a CERTIFIED FINANCIAL PLANNER and Accredited Domestic Partnership Advisor® with over three decades of experience who launched his career with the Big Eight accounting firm of Touche Ross (now Deloitte & Touche). He has been published in WORTH magazine, Medical Economics and recently appeared on Fox Business News. Mark is an adjunct professor at Fairleigh Dickinson University and currently serves on the Business Advisory Council for Southern Connecticut State University’s School of Business.
Minimum Investable Assets:  $1 million
Asset Under Management:  $250 million


 
 
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