BEAM Wealth Advisors Website Update

The Client Portal is LIVE!

We are pleased to inform you that the client portal has been restored to the beamwealth.com website! We sincerely apologize for any inconvenience this interruption may have caused and extend our gratitude for your patience throughout this process.

We also wanted to highlight a few of the new features we have added or improved on the website to add value to you, our client:

1. Podcast Feature: We produce a monthly podcast to provide our clients with timely communication. You can hear directly from key members of our team such as Owners Jaime Benedetti and Bob Gucer, our Chief Investment Officer Jeff Cone, and Advisors Garrett Leroux and David Bernard. This offering is now prominently featured on our website. We invite you to tune in!

2. Blog Access: We have made your direct access to the articles sourced from our newsletter via our blog easier. We have designed this to be a resource hub for pertinent financial information and insights.

We invite you to explore the updated site and provide feedback to Meg Randle, COO, by emailing [email protected]. We look forward to continuing to improve and develop the site based on your needs.

Thank you for your continued trust and partnership. We are grateful for the opportunity to serve you.

Your Team at BEAM Wealth Advisors, Inc.