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Gold Medal Services

We are a comprehensive financial services firm committed to helping our clients improve their long-term financial success. We offer a strong combination of experience and professional client services.

Do I Need/Want an Advisor?

Design

Understand and clarify your life and financial goals — then create a tailored financial plan designed to help make your goals possible.

Build

Use academic research and financial science to build an investment portfolio that aims to give you the highest probability of achieving your goals with the least amount of risk.

Protect

Provide discipline, perspective, and guidance to help you stay focused on the long term and on track toward achieving what is most important to you.

Click here to learn about Our Process

Click here for our Investment Philosophy Brochure

Applying Science to Investing

Rather than focusing on timing the market, we believe taking a disciplined approach will give you the best odds of success capturing market returns over your lifetime. We act as a guide to help you through various market conditions to avoid making costly mistakes. Our approach is influenced by decades of research by Nobel Laureates. Watch the video below to learn more.

Let's Get Your Finances Organized

To build a financial plan, retirement plan, investment strategy and/or tax saving strategy - you must first know your current financial situation.

Too often, families and individuals have assets scattered in multiple locations: 401(k) & Retirement plans at work as well as IRAS. Life insurance policies in different places. Annuities, brokerage accounts, checking accounts, real estate and various other assets. And what about the different income sources? How are each of these titled and tracked?

Let's take the first step to get organized by creating an Asset Map: a listing and a visual depiction of where you stand today. We know where we are today in order to chart a course to where we want to be tomorrow.

Click here to create your Asset Map

Building the Right Investment Strategy for You

Is "Risk" good or bad? At Beacon Wealth Solutions, we believe it is neither 'good' nor 'bad'. Without risk, you can't have reward.

However there is a such thing is taking too much or even too little risk. How much is appropriate for you? You don't want to rely on your "gut" or "instinct" - let's use the appropriate technology to analyze investment risk, develop an appropriate profile, and implement an appropriate investment portfolio to meet your goals.

News and Insights

Buckingham

Buckingham Strategic Partners combines the distinct strengths of these businesses into a new iteration of our comprehensive wealth platform, affording a better way for our advisors to take advantage of our technology solutions, deep bench of specialists, and thought leadership.

Contact information

  • 777 Scudders Mill Rd Building 4, Suite 101 Plainsboro, NJ 08536

  • 877-623-2266

Click to view our Part 2A and Part 2B and Privacy Policy . Copies of these documents, as well as our entire policies and procedures manual will be mailed upon request.

Description

Check the background of your financial professional on FINRA’s BrokerCheck.
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as Financial, tax or legal advice. Please consult financial, legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
Neel Shah, J.D., CFP® is an Investment Adviser Representative of Beacon Wealth Solutions, LLC, a Registered Investment Advisory Firm.  Wealth management and investment advisory services are offered solely by Beacon Wealth Solutions, LLC, 777 Scudders Mill Rd Building 4, Suite 101 Plainsboro, NJ 08536 Beacon, Tel:  877-623-2266,
Shah & Associates, P.C. is a law firm and independent of Beacon Wealth Solutions, LLC
Shah Total Planning LLC is an Education, Outreach and Marketing firm and independent of Beacon Wealth Solutions, LLC
Neel Shah, J.D., CFP® is licensed for life insurance and health insurance in New Jersey and various other states.

Advisory services offered in the State of New Jersey and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statue. Follow-up or indivualized responses to consumers in a particular state by Beacon Wealth Solutions in the rendering of personalized investment advise for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption. Past performance may not be indicative of future results. Investing involves risks, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful.
All written content on this site is for information purposes only. Opinions expressed herein are solely those of BWS or STP, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to imple

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