BOSTON WEALTH MANAGEMENT, LLC
BOSTON, GA

Corporate clients of BCM benefit from our retirement plan experience and expertise due to our existing relationships with numerous 401k providers. Our understanding of the corporate retirement plan marketplace enables us to find the retirement plan that is best suited for our clients. Beacon Capital Management Advisors is an Accredited Business of the Better Business Bureau since 2004. . In addition, National Financial has arranged for additional protection for cash and covered securities to supplement its SIPC coverage. This additional protection covers total account net equity in excess of the $500,000/$100,000 coverage provided by SIPC. Neither coverage protects against a decline in the market value of securities. Boston Wealth Management Beacon Capital Management Advisors is located in Copley Square in Boston, Massachusetts. BCM provides financial advice to individual investors, small business owners and corporations in Boston and throughout Massachusetts. BCM is registered in 50 States. Beacon Capital Management Advisors advises individual investors with many facets of financial planning and wealth management. We help individual investors with saving for their children's education (529 plans) and funding their retirement plans, while having the flexibility to choose from stocks, bonds, institutional money managers and over 10,000 mutual funds. Beacon Capital Management Advisors provides wealth management services for successful individuals and families in Boston and throughout Massachusetts. We specialize in providing our clients with custom wealth management solutions using managed accounts. A managed account is a term given to a money management service in which clients receive investment recommendations and guidance from an investment specialist and pay an annual fee based on total assets under management. Through a managed account a client benefits from the expertise of an investment professional to provide objective guidance and help implement a diversified wealth management strategy. The fee based managed account program offers objective advice because there are no sales charges, proprietary mutual funds or other products to which we are bound. Services would include risk-based portfolio management, asset allocation, diversification and portfolio monitoring with quarterly reviews. All for an inclusive fee. When you open a managed account you will be asked by your BCM Advisor to complete a questionnaire that will profile who you are as a investor. Among other things, the questionnaire will help identify your needs for long-term growth and/or income, investment goals, time horizon and risk tolerance. Detailed reports of your portfolio are reviewed with you by your BCM Advisor. Clients are given the opportunity to have portfolio reviews as frequently as quarterly. Changes to your portfolio can be made to take advantage of market opportunities and economic conditions or to reflect changes in your individual situation. Portfolio monitoring and reviews help keep track of your current asset allocation and portfolio performance.