Beacon Asset Management, Inc. Opens New Office
February 02, 2013 (PRLEAP.COM) Business NewsTAMPA– Beacon Asset Management (Beacon), a fee-only, Registered Investment Advisor operating in the Carrollwood area of Tampa, Florida announces the opening of its new advisory office February 1, 2013 in Naples, Florida, 3838 Tamiami Trail, 34103.
"Our expansion into the Naples market is an exciting opportunity for us and for investors on Florida's southern Gulf Coast," said Beacon President Michael LaVoy, CFP, ChFC. "We believe the Beacon model of individualized financial planning and pro-active customer service will resonate well with wealth management clients in Naples."
While Beacon actively works with clients throughout the state of Florida and in a number of states throughout the United States, opening a new office in a market demanding the type of products and services that Beacon provides makes a fit between Naples and Beacon ideal.
"We are our equally committed to our Carrollwood office where we have built a fantastic private client group who we consider family as well as our extended family in organizations such as the Carrollwood Area Bar Association, Carrollwood Kiwanis, and Carrollwood Area Business Association," said LaVoy. "We look forward to building a similar network in Naples."
Along with this expansion, Beacon is actively seeking advisors to join the team who embrace a client-centered model of service where products are not pushed to earn commissions and clients are never put into cookie-cutter plans.
"In addition to financial planning and investment advising, Beacon will bring a collaborative model to Naples that includes tax preparation, estate planning, life insurance and annuities, and custodial and trust management," said LaVoy.
Visit www.beaconria.com to learn more about Beacon Asset Management and its collaborative model of investment management.