We bring together the best and brightest to have open and honest discussions and collaborations.

For Wealth Firms

Offering  Wealth Management solutions to educate, innovate, and transform.

For Providers

Our solutions and products enhance Financial Industry knowledge, deliver valuable insights and offer a mature platform for Providers to engage with Wealth Firms.

Why Beacon?

The firm was created with one simple premise: to be the conduit that brings wealth and provider firms together and accomplish important things. We help both sides speak the same language and communicate better, fostering a community for sharing and learning for those in different roles at wealth and provider firms.

Our Testimonials

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John Doe


Roundtable Partners

Meet Our Team of Experts

Our team is curious. We bring grit to our work. Our focus is 100% on helping firms meet their goals, grow, and navigate a fast-changing marketplace. And, we always have fun!

Contact Us

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