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Beacon Wealth Advisors

Multifamily office listing in Morristown, New Jersey, United States.

Overview

Beacon Wealth Advisors was founded in 1987. Its family office services range from financial services and household management to real estate, insurance, philanthropic, and tax advisory solutions. Investment interests include fund-of-funds strategies targeting long-term, risk-adjusted returns.

Services

  • Family office services
  • Financial services
  • Household management
  • Real estate advisory
  • Insurance advisory
  • Philanthropy advisory
  • Tax advisory

Location

See more firms in New Jersey.

Sources and last checked
  • Family Office Club research database, 2026 edition

Last checked October 21, 2026.

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.

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