Trust & Estate Planning

Beacon of Light Wealth Preservation, Inc.

Our goal is to partner with families to preserve, grow, and manage wealth. We provide sophisticated and intricate financial products and services delivered with the proactive, personal touch that sets Beacon of Light Wealth Preservation, Inc. apart from other trust & estate planning companies. Another advantage is that we have fully licensed in-house experienced investment professionals with over 42 years experience who are Certified Financial Planners as well, in-house full service accounting and taxation services, in-house insurance company providing all forms of insurance and our technological capabilities are one of the best in our industry.