Beacon Capital Management, LLC is a full-service investment firm founded in 2004 that focuses on providing comprehensive wealth and retirement planning. The company's dedication to working with individuals, couples, and families sets them apart in the Finance, Financial Services, Health Care, and Wealth Management industries.
Their range of services includes wealth management, tax planning, healthcare planning, and estate planning, making them a one-stop solution for retirement needs. The company offers investment advisory services as an SEC Registered Investment Advisor through Beacon Capital Management, LLC. It is important to note that they are not affiliated with Brown and Maguire CPAs LLC or Knight Legal. Additionally, Beacon Insurance & Health, LLC (“Beacon Insurance”), an affiliate of Beacon Capital, provides insurance products and services.
While specific details on their last investment and investors are not available at this time, Beacon Capital Management, LLC's commitment to comprehensive retirement planning and a wide range of financial services demonstrates their potential for growth and impact in the industry. Their United States headquarters position them in a key market for financial services and wealth management. With a strong focus on holistic retirement planning, the company is well-positioned to attract interest from venture capital investors seeking opportunities in the financial and health care sectors.
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