Beacon Harbor app for iPhone and iPad

4.8 ( 6688 ratings )

Business Finance
Developer: Beacon Harbor Wealth Advisors, Inc.

Free

Current version: 5.5.2, last update: 6 months ago
First release : 02 Oct 2019
App size: 32.95 Mb

Client Portal for Clients of Beacon Harbor Wealth Advisors. This Mobile App allows you to view account information, check balances and asset allocation, review performance data, and easily work with your Wealth Advisor to help guide, grow, and protect your wealth. Through goal-based investing we add value by assisting our clients secure the life they want to live, guiding them through various types of life events and market environments.