Beacon Wealth Management

Beacon Wealth Management Beacon Wealth Management is a full service wealth management firm. Our practice is built on the idea of defense and minimizing risk.

We'll help you plan for investment, income, tax, health care and legacy planning.

05/12/2026

This is a riot

My lovely bride was cleaning out...great times with Pat and everyone!
10/21/2024

My lovely bride was cleaning out...great times with Pat and everyone!

10/21/2024
10/21/2024

I just want to thank everyone for my Birthday wishes. It is times like this that you realize family and friends are everything. I am especially fortunate !

And this........
10/18/2024

And this........

This made it a great day
10/18/2024

This made it a great day

06/20/2024

What a great model for all the people (legislators, senators) that serve our great state of Vermont.
First........they pass legislation that is going to raise our taxes 14% PLUS all the other fees etc. Our state has to adopt an attitude that it is one of the largest businesses in the state. If we don't have the funds..........we cut expenses.
I want to stress these increases will not be hard for my family to endure. I just can't help to think about all the people that live here and are on a fixed income. This is on top of everything that cost 20% more than a couple years ago.

THEN..........our state is featured on national news about one of our legislators acting childish by pouring water in a colleague's bag.
Shame on her, shame on all of you by putting this added expense on the backs of Vermonters.
She should be expelled from her position and if she can't be, than it should happen in the ballot box. The rest of our legislators should suffer the same fate for bringing all this added expense.

03/25/2020

Please everyone be safe and protect your family. If you want help keeping your money safe........let us know. We can meetings while you stay in the safety of your home !

03/24/2020

Friends.......looks like are in for a long haul. My clients have not lost any money in this market drop. Call me at 802-871-5221 to learn how. Stay safe !

Warm days are ahead - and it's a great way to get out and get some physical activity. Check out the short article below ...
03/03/2020

Warm days are ahead - and it's a great way to get out and get some physical activity. Check out the short article below for some important benefits of walking!

The next time you have a check-up, don't be surprised if your doctor hands you a prescription to walk. Yes, this simple activity that you've been doing since you were about a year old is now being touted as the closest thing we have to a wonder drug,...

Address

400 Cornerstone Drive
Williston, VT
05495

Opening Hours

Monday 9am - 4pm
Tuesday 9am - 4pm
Wednesday 9am - 4pm
Thursday 9am - 4pm
Friday 9am - 4pm

Telephone

+18028715221

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