About Us

My Process

I useĀ a well-developed and highly evolved process to help people clarify their objectives. I help clients understand the pros and cons of the various potential strategies they might want to employ in order to implement a solid financial plan, then guide them step by step through the planning process to make their plan a reality.

I have no preconceived notion of what my clients should or should not be doing. I invest significant time fact finding and analyzing data so that I deeply understand my client's objectives, risk tolerance, time horizon and unique circumstances.

Once I thoroughly understand my client's goals, I use all of my education, skills and expertise to put a plan together that accurately meets their needs. One of the things I am most proud of is working closely with my clients throughout the years to help make sure their plans stay on track and they ultimately achieve their objectives.

I encourage everyone to take the time to sit down with me and understand how my services can be tailor fit to almost any situation.

Equitable Advisors is the brand name of AXA Advisors, LLC (Member FINRA, SIPC)

Securities offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Investment advisory products and services offered through AXA Advisors, LLC, an investment advisor registered with the SEC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Beacon Wealth Partners, LLC is not owned or operated by Equitable Advisors or Equitable Network. Equitable Advisors and Equitable Network are brand names for AXA Advisors, LLC and AXA Network, LLC, respectively.

Equitable Holdings, Inc. is a publicly traded corporation, and its subsidiaries are currently using trademarks including the "AXA" name, AXA logo and associated trademarks of AXA SA under license.

Link to equitable.com

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