Beacon Capital, LLC provides an individualized, professional approach to portfolio management and retirement planning. 


  • Communicate with clients to determine investment objectives, time horizon, liquidity needs and tolerance for risk. 
  • Develop and implement portfolio strategies. 
  • Monitor economic and market conditions and account performance. 
  • Communicate regularly with clients to discuss investment strategy and confirm or alter investment objectives to meet clients' evolving needs with a high level of personal service.
  • Where appropriate, integrate our portfolio management services with clients' tax, estate and/or retirement planning needs and work with his/her other advisors. 

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