We offer financial planning and investment management to high net worth individuals, families, and small businesses. Beacon is a small, boutique firm that offers personalized, high-touch/high-tech type of service.
Target Audience consists of 4 different buyer personas:
Millennial Max - New investor, 25-31 years of age, $90k income, works in tech.
Retired Richard - Experienced investor, average age 67, $400k total annual income, adult children, spending time with family and travel.
Sid the CEO - Married, avg age 65, $600-$900 annual income, lives in NY/NJ Metro Area and owns vacation home.
Dr. David - Married, established investor, avg age 62, married with adult children, travel, art, and synagogue.