Private Wealth Management

Beacon Capital Management Advisors provides private wealth management services for U.S. and international high net worth individuals, family offices and foundations with $20 million or more in investable assets.

High net worth individuals are passionate about protecting and growing their wealth, building a lasting legacy and donating to charities. Typically they have accumulated their wealth through successful business ventures, have inherited family wealth or have had a liquidity event.

Private wealth management is a strategic discipline which integrates portfolio management, tax and estate planning, family governance and philanthropy. BCM advises our private clients with creating an actionable wealth management strategy to preserve and manage their wealth so prosperity can continue across generations. Private clients receive bespoke financial solutions with access to expertise, investments and services typically reserved for institutions and governments.

Beacon Capital Management Advisors advises our private clients with many facets of financial planning and wealth management. We welcome the opportunity for you to speak to a BCM Advisor to learn more about the private wealth management services we provide to our clients. BCM is registered in 50 States and is an Accredited Business of the Better Business Bureau since 2004.