Welcome to BEAM Asset Management
For more than 32 years, we’ve served the financial needs of financial advisors and their clients seeking personal, comprehensive financial planning and investment management that relies on clear, thorough and unbiased guidance and wealth management from experienced independent advisors.
We’re the financial planning, wealth management and investment management firm that works for you.
It’s important that our clients understand that we don’t work for a large Wall Street brokerage firm or any other corporation. What does this mean to you? Unlike advisors who work on commission, we have no quotas or cross-selling directives, and we aren’t distracted by sales meetings or conference calls with distant senior managers. We work for you, our client, on a fee basis. We’re here for one reason—to help you reach your financial goals.
Services We Offer Meet the Team Contact Us
Lots of Variables with Fixed-Rate Mortgages
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
A Living Trust Primer
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Making Sense of U.S. Household Net Worth
A look inside the U.S. government's statistics on household net worth.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
Beware of these traps that could upend your retirement.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
To choose a plan, it’s important to ask yourself four key questions.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator compares the financial impact of leasing versus buying an automobile.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate how much you have the potential to earn during your working years.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
Here are five facts about Social Security that might surprise you.
The market is as unpredictable as the weather. We’d love to help you prepare.
Smart investors take the time to separate emotion from fact.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Here is a quick history of the Federal Reserve and an overview of what it does.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”