BEACON LIGHT WEALTH MANAGEMENT

Overview

Beacon Light Wealth Management operates as an independent, limited liability advisory firm serving individual and family clients. The firm offers financial planning, portfolio management for individuals and small businesses, and pension consulting services. Its fee model combines percentage-of-AUM charges with fixed fees. Beacon Light describes itself as a domestic entity/individual-owned RIA and reports an affiliation with an insurance company. The firm does not identify as an active ESG investor or as a multi-state adviser, and it does not position itself as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives