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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.


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Helpful Content

Six Most Overlooked Tax Deductions

Six Most Overlooked Tax Deductions

Six overlooked tax deductions to help manage your tax bill.

Test Your Life Insurance Knowledge

Test Your Life Insurance Knowledge

How much do you know about one of the most important tools you have to help protect your and your family’s financial future?

Test Your Estate Strategy Knowledge

Test Your Estate Strategy Knowledge

Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.

 

9 Facts About Social Security

There are things about Social Security that might surprise you.

Making Sense of U.S. Household Net Worth

A look inside the U.S. government's statistics on household net worth.

Stop Wasting Money

One way to find money is to examine your current spending habits and eliminate money wasters.

What to Look for in a Long-Term Care Policy

Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.

Insurance Needs Assessment: When You're Newly Married

Marriage changes everything, including your insurance needs.

A Look at Diversification

Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.

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What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Saving for College

This calculator can help you estimate how much you should be saving for college.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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The Business Cycle

How will you weather the ups and downs of the business cycle?

Preparing For the Ultimate Vacation

Make your retirement as exciting as your next vacation.

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

Surprises

Making the most of surprises is a great reason to work with us.

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

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