A Future of Fulfillment

Securing your dreams takes effort and energy, leaving little time for wealth management. We can take that responsibility off your hands while helping you achieve your goals. With us as your wealth advisors, you will enjoy the confidence that comes from knowing that one of the leading wealth management companies in the country is handling your plan.

Since 1982, we have been helping our clients work toward financial security with our personalized approach to wealth planning, accumulation and preservation. Rest assured that our goal is to help you maintain the standard of living to which you have become accustomed and to preserve your wealth for your children and grandchildren. In developing and maintaining a well thought-out wealth accumulation plan, we focus on a variety of personalized strategies. We have access to the broadest range of non-proprietary financial products from which to choose to help accomplish your goals.

At Beacon Asset Management Inc. you will work hand-in-hand with your personal wealth advisor to develop your goals. Providing support and expertise to your personal wealth advisor is a highly qualified team of financial specialists.

Leading the team is Michael LaVoy, President and CEO of Beacon Asset Management Inc.  Mike's leadership in the industry provides our team of wealth advisors the ability to get the information they need to help you make the right decisions for your financial future.

The process to becoming a client .