Financial Advisors
Union, NJ
Beacon Wealth is an independent financial advisory firm based in Union, NJ, serving individuals and families with comprehensive wealth management and financial planning services. The team provides personalized investment management, retirement planning, and fiduciary-based advice tailored to each client's unique goals and circumstances. They focus on building long-term client relationships and delivering transparent, fee-based financial guidance.
Ideal for: Individuals seeking independent financial advice, families planning for retirement, business owners managing personal wealth, affluent clients wanting fiduciary-based guidance
Service area: Union, NJ and surrounding areas
Independent and Fee-Based: Beacon Wealth operates as an independent firm with a fiduciary obligation to clients, providing unbiased advice without commission-based conflicts of interest.
Personalized Approach: They develop customized financial plans and investment strategies tailored to individual client goals, time horizons, and risk tolerance.
Comprehensive Services: Beyond investment management, they address retirement planning, wealth preservation, and long-term financial strategy for families and individuals.
Address: 1020 Galloping Hill Rd Suite 202, Union, NJ 07083
Phone: (973) 335-0100
Website: bwmglp.com
Looking for more options?
See more Financial Advisors in Jersey City →