Beacon Light Wealth Management

Overview

Beacon Light Wealth Management is an independent registered investment adviser organized as an LLC that serves individual and family clients. The firm provides fee-based financial planning and portfolio management for individuals and small businesses, and it lists pension consulting services among its advisory capabilities. Its compensation includes both percentage-of-assets and fixed-fee arrangements. Beacon Light is not positioned as a multi-state adviser or an active ESG investor; it also does not act as a capital allocator to external managers. The firm lists an affiliation with an insurance company.

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Public Holdings

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Location & Offices