Beacon Capital Advisory Group is a Charlotte-based wealth management firm that prioritizes the financial well-being of its clients. With a team of experienced advisors who adhere to a fiduciary duty, they provide tailored investment advice and financial planning services. The firm offers innovative technology for convenient and secure communication, allowing clients to connect in person, over the phone, or through video-conferencing. Beacon Capital Advisory Group takes an objective approach to managing investments, offering flexibility in choosing where clients' accounts are held and selecting investments based on their suitability. They prioritize prompt communication and have an interdisciplinary team that combines personal attention with sophisticated solutions. The firm helps clients improve their net worth through disciplined portfolio management and offers planning assistance for various life decisions. As clients transition to retirement, Beacon Capital Advisory Group modifies their planning recommendations to prioritize capital preservation. They also assist clients in creating their legacy by advising on estate planning and charitable giving.
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