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Beacon Strategies

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Beacon Strategies bridges the knowledge and vision gap between wealth firms and solutions providers to helpwealth marketplace customers:

• Chart their course
• Navigate complex waters
• Better serve their clients

What Makes Us Different?

Beacon Consulting 

Specialized engagements that help align enterprise wealth firms' strategies with the infrastructure that supports their desired objectives. Consulting specialties include strategic technology roadmaps, customer and operational journey process mapping, request for proposals, and more.

Beacon Roundtables 

Annual collaborative events open to the leaders of
Enterprise Wealth Firms that encourage the evolution of thinking within wealth management. Roundtable topics include compliance, operations, innovation, investment products and retirement, marketing and recruitment, and much more.

Beacon Flash Intelligence

From our unique place in the wealth management
community, we're able to track marketplace trends to help firms identify which new products or services to pursue. Additionally, we work with numerous firms to enable their satisfaction and complete benchmarking study demands.

Beacon Products

Tools to help wealth firms drive measurable improvement: 

Benchmark! - A research tool helping Enterprise Wealth

Firms understand how they match up against their peers.

University! - Wealth management curriculum supplying

an industry overview (for newer or more inexperienced employees).

Vendor Management - A technology and process tool that helps firms meet their regulatory responsibilities specific to 3rd party providers.

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Let's Chat!

Our team has decades of successful change management experience
in wealth management, from both the consumer and supplier side of
the wealth tech equation. We understand your current legacy-based
problems and what changes will be required to bring your strategic
vision to fruition.


Learn more about our range of services designed specifically to keep
you up-to-date and in-the-know with the wealth management

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