(631) 755-1100


Financial Planning

Wealth Management


Retirement Planning

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.

navigate wealth management with beacon icg

Offering Greater Clarity Around Your Wealth Management Options

When you work with a Beacon ICG advisor, we’ll help you to understand your options.

Read More

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.

wealth management professionals beacon icg

A Proactive Approach To Your Portfolio

When it comes to wealth management, we take a proactive approach to your portfolio.


Read More

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.

financial planning strategies wealth management beacon icg

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. 


(631) 755-1100

Contact Us

Send Us a Message

Find Us

1895 Walt Whitman Rd # 4,
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.


    Full Name

    Skip to content