Beacon Bridge Wealth Partners is an independent registered investment advisor dedicated to guiding you on your lifelong financial journey. Beacon Bridge takes a holistic approach to wealth management that we call Total Wellness. We help you invest your money across five essential aspects of life—finances, relationships, health, lifestyle, and purpose. We believe our approach can help reduce stress and increase resilience. Our mission is to help you make confident decisions, avoid costly mistakes, and achieve meaningful impacts. The material presented by Beacon Bridge Wealth Partners, LLC is for informational purposes only. It is not intended to serve as a substitute for personalized investment advice or as a recommendation or solicitation of any particular security, strategy or investment product. Actual economic or market events may turn out differently than as presented. Advisory services are provided by Beacon Bridge, a registered investment advisor with the Securities and Exchange Commission. Materials posted to this site are from external sources and are provided for your convenience in locating related information and services. Beacon Bridge expressly disclaims any responsibility for and does not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof.
External link for Beacon Bridge Wealth Partners
1600 N Bethlehem Pike
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Lower Gwynedd, Pennsylvania 19002, US
We are hosting our friend and partner Julie Palumbo for a virtual cooking demo this Thursday, November 7th @ 3 pm. Come away with recipes that put a healthy twist on Thanksgiving Classics and let us spark your food and cocktail creativity for the holidays! We hope you can join us! Link to the event is below #TotalWellness #PlantoLiveWell
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Today is your chance to make your voice heard—get out and vote! If you're feeling overwhelmed, take a moment to stay calm. Breathe. Inhale deeply, exhale slowly—you’re in control. Stay informed by connecting with trusted, authentic media sources. No matter the outcome, you can still make a difference! Volunteer or contribute to a cause that matters to you. Every action counts. #BeaconBridgeWealthPartners
Don’t forget, today is Daylight Saving Time! ⏰ It’s time to set your clocks back an hour. The shift can impact your health, but you can have a smooth transition with a few easy adjustments. Swipe for tips on how to minimize any effects of the time change! Read more about Daylight Saving Time: https://lnkd.in/g2W7kYKr #BeaconBridgeWealthPartners #TotalWellness #PlanToLiveWell #DaylightSavingTime
We're celebrating caregiving this month because we know the sacrifice and love that goes into it! It is our mission to help you Plan to Live Well, which includes having a plan for when you need support. Need help finding the right support for yourself or a loved one? We work with many partners who dedicate their lives to caregiving and would be happy to introduce you. Are you a caregiver and need extra support? We're here to help you. Thank you to all of the caregivers! #BeaconBridgeWealthPartners #NationalCaregiversAppreciationMonth #Caregivers #LifeManagers #OptionsforSeniorAmerica Bode Hennegan Christine McGovern, CFA, CDFA, CFP®
Q4 Book Club!
My new friend Daniel Crosby, Ph.D. wrote this amazing book. Have you heard of it? It’s called #TheSoulofWealth Back in May, I bought a copy for everyone on my team @ Beacon Bridge Wealth Partners without having read one word. The book didn’t actually come out until this October. However, I heard Dan speak last year and I knew with THAT title, it was going to be one hell of a book. My team and I are helping people every day to #PlanToLiveWell, figure out what their relationship is to money, and find ways to help them use money as a tool to support their soul’s purpose. The Soul of Wealth… to help you find your souls purpose… on All Souls Day eve. Perfect. I promise you, no matter who you are, what you do or what you believe, you need this book. Thank you Dan!!!!!
Daylight Saving Time is just a week away! ⏰ The time change can affect us, but with a few simple adjustments, you can ease into the transition. Swipe for tips on how to reduce the health impacts before the time changes! Read more about Daylight Saving Time: https://lnkd.in/g2W7kYKr #BeaconBridgeWealthPartners #TotalWellness #PlanToLiveWell #DaylightSavingTime
The holiday season is right around the corner, and it's time to start planning those festive meals! Join us on Thursday, November 7th at 3 PM for a fun and festive virtual cooking demonstration with Julie Palumbo, who will show you how to put a healthy twist on Thanksgiving classics! Recipes you'll learn (and love!): 🍁 Autumn Quinoa Salad 🍎 Stuffed Baked Apples 🍂 Caramel Apple Sangria Save this link to join: https://lnkd.in/eqJY3i-M #BeaconBridgeWealthPartners #TotalWellness #PlanToLiveWell #BestWholeSelf Julie Palumbo
Join us today at 12:00 PM EST for a live conversation with Chris Chaves and Jeffrey Kleintop, CFA, Chief Global Investment Strategist at Charles Schwab. We'll cover key topics impacting the global economy, including the election, inflation, and the outlook on recession and recovery. Don’t miss this chance to hear from industry leaders and gain insights to navigate the financial landscape. Click the link to join: https://bit.ly/4eaZjxE #BeaconBridgeWealthPartners #CharlesSchwab
We are excited to be hosting our friend and partner Julie Palumbo as she shares with us Healthy Twists on Thanksgiving Classics. It's virtual and open to everyone! Make sure to attend it on November 7 and be the star of your Thanksgiving gathering
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