WEALTH MANAGEMENT SERVICES
Group Employee Benefits
EmployeR Sponsored Plans
At Beacon ICG, we’ll help you to understand your options
Exploring your wealth management options is a nuanced process and selecting a financial professional to help you create a plan to secure and grow your generational wealth is the first critical step in that process. At Beacon ICG, our approach to Wealth Management is holistic, personalized, and collaborative.
You’ll receive the individual attention you need to work towards your goals and have the knowledge, core competencies and areas of experience of our entire firm at your disposal.
Our experienced team is passionate about making your financial goals a reality. We take the time to truly understand your goals and the challenges you face and we draw upon years of experience helping clients just like you pursue similar goals. We’ll help your money work harder for you while assisting you in making decisions based on your unique needs and goals.
Wherever you are when you start your wealth management process, when we work together you’ll be well on your way to building and protecting your family’s generational wealth now and in the future.
Offering Greater Clarity Around Your Wealth Management Options
When you work with a Beacon ICG advisor, we’ll help you to understand your options.
Beacon ICG offers individualized portfolio construction including diversifying portfolios consisting of but not limited to solutions such as ETFs, mutual funds and individual securities. And, as an independent firm, we’re not tied to a particular product or set of products. So, we’re agnostic and uniquely positioned to select options for our clients that are best suited to pursue their unique needs and goals.
A Proactive Approach To Your Portfolio
When it comes to wealth management, we take a proactive approach to your portfolio.
We’ll work with you to identify common risks that hinder success and potential challenges ahead of time and plan for them in advance. So, you get to experience greater peace of mind and clarity, as you move toward your financial goals.
Manage and Grow Your Wealth With Beacon ICG
Whether you’re ready to give your portfolio a refresh or you’re seeking a professional to begin your wealth management journey, our team is here to help.
Melville, NY 11747
Let’s work together!
Fill out the form below and let us know how Beacon ICG may be of service to you or your organization.