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Private Wealth
EMPOWERING LIFE’S TRANSITIONS: ALIGNING FINANCIAL GOALS WITH WHAT MATTERS MOST
Life’s journey is marked by change, and wealth plays an ever-evolving role in supporting growth and opportunity. As net worth grows, clients gain the ability to provide more for their families, pursue ambitious business, professional, and personal goals, and prepare for one of life’s most significant transitions: retirement.
Beacon Tree helps clients navigate these milestones in a way that brings both clarity to their decisions and fulfillment to their lives. Beacon Tree helps clients build, manage, and preserve every aspect of their investment capital. However, we also recognize—just as our clients do—that money doesn’t buy happiness. That’s why our approach focuses on aligning financial objectives with clients’ core values, physical and emotional well-being, and the relationships that matter most.
Risk management is at the heart of what we do, but it extends far beyond investments. Many decisions—whether involving family, work, or personal growth—carry inherent risks. By helping clients take the right steps to mitigate investment risks, we enable them to make thoughtful, purposeful decisions in other areas of life. This approach enhances the return on their efforts, empowering them to move forward with confidence, and a sense of accomplishment.
Family Enterprises
GUIDING OWNERS THROUGH GROWTH, SUCCESSION AND WEALTH MANAGEMENT
Business owners are a unique breed. Passionate, intense, and always thinking about better ways to serve their customers; provide a great work environment for their employees; meet or exceed the expectations of their stakeholders; and have a positive impact in their community.
Beacon Tree helps successful business owners address current and future operating objectives; secure financing for inventory, capital improvements, and expansion; provide attractive and affordable employee benefit and executive compensation solutions; address business succession challenges and opportunities; and explore ways to maximize the value of their enterprise.
We help business owners answer the question: “Do I need to sell, or do I want to sell?” We help them assess their options under either scenario and if their answer
is “yes,” we help them decide “what’s next?” Examining ways to safeguard the fruits of their labor; doing so in the most tax-efficient manner; and redeploying their wealth in ways that are most meaningful and important to them?
Wealth Management Philosophy
INVESTMENT PRINCIPLES
Investing isn’t about quick wins or following the crowd—Its about making choices that reflect patience, perspective, and discipline. At Beacon Tree, we guide clients through the complexities of investing that may be easy to understand but often difficult to practice alone:
- Don’t chase yesterday’s performance
- Avoid the illusion of perfect timing
- Filter out the noise that adds confusion, not clarity
- Stay steady when emotions threaten to cloud judgement
Every recommendation we make is rooted in rigorous analysis and an understanding of our clients evolving realities. Whether responding to life transitions, business developments, or shifting tax and regulatory landscapes, we ensure that every decision reflects a balance of evidence, foresight, and a commitment to our clients’ vision for the future.
Focusing on what we can control
Its not uncommon for clients to ask, “What do you think about the markets given everything going on?” It’s a natural question, and I enjoy sharing my perspective on the broader trends and events shaping the world. But the truth is, we have no control over most of those external forces. What we do have control over is how we prepare and respond. That’s where my focus lies—on managing the risks that are within reach.
Risk comes in many forms. There’s the risk tied to markets, of course, but just as important are the risks that come from unexpected life changes or decisions made in the heat of the moment. At Beacon Tree, we
focus on bringing clarity and balance to all these areas– whether it's building a portfolio aligned with a client’s long-term goals, addressing non-investment risks with significant wealth implications, or helping clients stay grounded during turbulent times.
While we can’t control global events or policy decisions, we can take thoughtful steps to minimize uncertainty and manage risk in ways that make a real difference. Risk is part of the equation, but it doesn’t have to be a roadblock. With the right approach, it can be managed thoughtfully, helping clients move forward no matter what the headlines.