Beacon Wealth Management provides wealth management services to a select group of high net worth individuals and families to help them simplify their financial lives and reach their financial goals. Our seasoned team of investment professionals engages clients in meaningful relationships to discover their most important needs and concerns.
From identifying the resources needed to retire comfortably to managing complex legacy issues, we partner with our clients and their other advisors to develop and implement comprehensive wealth plans to solve their investment needs and help bring them peace of mind.
We are proud to be recognized by Forbes in 2025 as a Best-in-State Wealth Management Team.
At Beacon Wealth Management, we are very proud that Financial Advisor Andy Griswold has received the Forbes Best-in-State Wealth Advisor award in 2022 and 2023 and Financial Advisor Bain Gill has been named to the AdvisorHub "Advisors to Watch" list in 2022. It’s an honor to have teammates nationally recognized in the industry—because it means we are serving our clients well. Congratulations, Andy and Bain!
Equity markets have followed diverse paths in the first three months of 2025. We think several factors are now in play that will influence the direction they take from here. Read the Global Insight Monthly »
Learn more about Beacon Wealth Management
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