Since 2006, Beacon has been helping Wealth Firms become the de facto vessel for learning, innovation, and transformation. Our expert services enable firms to gain a competitive edge, expand and diversify their business, grow margins, and optimize provider performance. We offer insights into current market trends, provide innovative ideas for business transformation, and solutions for staying ahead of the curve.
Our team brings deep wealth, experience, and progressive thinking to every engagement, guiding you through every step of the process from strategy to execution. With our help and partnership, you can achieve your business goals and thrive in today’s ever-changing market.
Consulting
Helping firms move forward with their vision and execute next-generation strategic initiatives is what Beacon does. We have a team with a record of successes that can help providers better understand their marketplace and collaborate with wealth firms.
Learn MoreBenchmark
A platform for institutional wealth management firms which collects and displays business data and comparison marketplace metrics in an anonymized manner.
Learn MoreData Management
Data drives every aspect of today’s wealth companies. The right decisions about data hygiene, security, accessibility, availability, and interoperability can make your data investment pay big dividends as the industry transforms with AI technologies.
Learn MoreRFP Engineer
Request For Proposal (RFP/RFI) Platform and Services for selection, due diligence, and confirmation of the best provider(s) for your firm.
Learn MoreRFP Engineer
Request For Proposal (RFP/RFI) Platform and Services for selection, due diligence, and confirmation of the best provider(s) for your firm.
Learn MoreRoundtables
An invitation-only gathering of friends of Beacon Strategies, LLC for case study discussions, breakout sessions and community question and answer sessions.
Learn MoreUniversity
An interactive online learning platform designed to help educate your employees and keep their foundational knowledge up-to-date on the ever-changing wealth and retirement businesses.
Learn MoreVendor Management
Bringing an industry perspective to vendor management that meets regulatory demands and sets the stage for better provider partnerships.
Learn MoreFirm Curated Roundtable
Firm Specific Roundtables can focus on specific categories or overall firm business needs. Utilizing case studies, breakout sessions and community questions and more
Learn MoreTo Learn More about Wealth Firms and Beacon Strategies
OUR STORY CUSTOMERS
Our Testimonials
Getting a smaller group of highly qualified people into the same room for a day is one of the most valuable ways to meet, build rapport and learn from others in our industry. Beacon Roundtables are the best way to do exactly that!
Richard Walker
Quik!A wonderful collaboration of industry professionals coming together to share knowledge and experiences for the benefit of all involved in the roundtable.
Lori Fuerstenberg
IPI ManagementI've attended several roundtables and many seminars and conferences. I can honestly say that I received more value from this roundtable experience than any other I can remember.
Veronica Hammond
First CommandThis was an excellent collection of talent from across the industry and I really appreciated the knowledge sharing and openness of everyone that attended.
Suzy Tuck
PaperclipThis was an excellent collection of talent from across the industry and I really appreciated the knowledge sharing and openness of everyone that attended.