We Are a Beacon for THE Wealth Management INDUSTRY
We provide safe harbor for marketplace collaboration, and are the bridge between wealth and providers firms.
For Wealth Firms
Empower and educate your wealth firm leveraging our years of experience and marketplace perspective. We help wealth firms navigate, grow, and evolve. We can assist your firm in refining strategies, aligning those strategies with enhanced processes and infrastructure, and finding and managing the right technology partners. Also we supply marketplace knowledge with our business wealth management services.
For Provider Firms
Understanding the wealth marketplace is complex. We simplify this complexity by providing valuable insights into how wealth management solution providers are expanding their marketplace footprints. We support and educate providers, aiding them in gaining a deeper understanding of the audiences with whom they want to build lasting relationships, and helping them to better align to the needs of wealth firms.
The Beacon Roundtables
An invitation-only gathering of friends of Beacon Strategies, LLC for case study discussions, breakout sessions and community question and answer sessions. We bring together the best and brightest to have discussions and collaboration.
About Beacon Strategies, LLC
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 team is curious. We bring grit to our work. Our focus is 100% on helping firms meet goals, grow, and navigate a fast-changing marketplace. And, we always have fun!