Dedicated Client Resources: Financial Planning, Estate Planning, and Tax Review

Beacon Wealth Advisory, through its affiliation with Stifel, provides clients access to a full suite of resources, including wealth and estate planning, tax review, client services support, marketing, and access to social media tools. 

We take pride in providing our clients access to these resources so we can strengthen our relationships with them and provide a path to help solidify their financial future, all while building our business our way.

Work/Life Balance

We understand that it’s important to have balance between your work and life outside the office, which is why we believe in flexibility.  Beacon Wealth Advisory provides the tools, infrastructure, and resources so that you can assist and serve your clients in a way that suits them and you.

Let’s have a conversation

Learn more about Beacon Wealth Advisory and how we can help you take the next step in your career. Feel free to reach out and have a conversation with us. Contact David Hsieh (“Shay”) at (650) 880-2660 or [email protected] today.