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Our Investment Philosophy

  1. We believe that markets work. The capital markets do a good job of fairly pricing all available information as well as incorporating investor expectations about publicly traded securities.
  2. We believe that only long-term investing in the equity markets offers you a return that outpaces the effects of both inflation and taxes on your portfolio.
  3. We believe that risk and return are related. Our portfolios are structured to take advantage of the dimensions of risk offered by investing a measured portion in the small and value asset classes.These size and value effects are strong across global markets.

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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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