Personalized solutions. Trusted advice.

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.

Proud to work with nationally recognized teammates

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!

Global Insight Monthly

Global Insight Cover Image - April 2024High Expectations

Most major equity markets have moved to new high ground, propelled by expectations for interest rate cuts. But we are not out of the woods yet. Read the Global Insight Monthly »

Become a client

If you are not already a valued client, we invite you to experience the skill and dedication of a team built on integrity, client service and a spectrum of services for individuals, families, institutions and their assets. Contact us today to learn more.