168 Wealth Strategists

168 Wealth Strategists Helping people achieve their important goals based upon their most deeply held values. Beacon Wealth Management LLC is independent of ProEquities, Inc.

Scott specializes in helping financially successful people achieve their most important goals that are aligned with their most deeply held values. He has been in the financial services industry for 17 years and accepts new clients by referral only. Advisory Services offered through Investment Advisors, a Registered Investment Advisor and a division of ProEquities, Inc. Securities offered through P

roEquities,Inc., a registered Broker-Dealer,Member FINRA & SIPC. Securities offered through J.W. Cole Financial, Inc. Member FINRA/SIPC. Advisory services offered through J.W. Cole Advisors, Inc., J.W. Cole Financial, Inc., J.W. Cole Advisors, Inc., and Focus Financial Group, Inc. are unaffiliated entities. Advisors must be properly registered in the state where you live in order to conduct securities related business with you. A response to your request for information might be delayed in order to assure our compliance with this regulation. No information provided on this site is intended as a solicitation to buy or sell any security. The investments and services mentioned may not be available in every state. No security will be offered or sold to any person, in any state in which such offer, solicitation, purchase, or sale would be unlawful under securities laws of such jurisdictions.

Two out of every three S&P 500 companies mentioned AI on their Q4 earnings calls. That's not a trend. That's a signal.Th...
05/15/2026

Two out of every three S&P 500 companies mentioned AI on their Q4 earnings calls. That's not a trend. That's a signal.

The last time a technology shifted this many boardroom conversations at once? Smartphones. And we know how that turned out. Some sectors are all in. Others are barely speaking the word. That gap between the early movers and the quiet ones? It matters for investors.

04/14/2026

Preview

09/24/2025
As the end of the school year approaches, many parents find themselves reflecting on their child’s future. A 529 plan is...
04/28/2025

As the end of the school year approaches, many parents find themselves reflecting on their child’s future. A 529 plan is one of the most effective ways to save for a child’s education. Swipe through to learn more.

Don’t wait to secure your child’s educational future — reach out today to learn more!

A tax refund is an opportunity to strengthen your financial foundation. While it might be tempting to splurge, making st...
04/23/2025

A tax refund is an opportunity to strengthen your financial foundation. While it might be tempting to splurge, making strategic choices can maximize its long-term impact. Swipe through for practical ways to make your tax refund work for you.

Ready to build on your financial success? Contact our team to explore strategies that align with your goals.

April is Financial Literacy Month! To celebrate, let’s explore some lending terms that play a significant role in financ...
04/17/2025

April is Financial Literacy Month! To celebrate, let’s explore some lending terms that play a significant role in financial decisions. Swipe through to learn more.

Have questions about how these concepts fit into your financial goals? Our team is ready to assist — reach out anytime!

Address

128 S Pine River Street
Ithaca, MI
48847

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+12488099634

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