OUR APPROACH
RESPONSIBILITY
CLIENTS COME FIRST
INNOVATIVE TECHNOLOGY
CONVENIENCE & SECURITY
At Beacon Capital Advisory Group, our mission is to provide exemplary service by prioritizing your financial well-being. The advisors on our team owe their investment advisory clients a fiduciary duty. Consistent with this duty, our advisors’ advice is tailored to clients’ specific needs and goals. To our brokerage clients, we are held to the best interest standard. A CFP® professional will develop a financial plan for you and your investments will be managed by a CFA® charterholder.
We believe that clients should be able to connect with us in whichever way is most convenient for them, whether in person, on the phone or through video-conferencing. Privacy is paramount for your data and security is built into all of the technology that we use. Our technology suite consists of interactive planning software, state of the art trading terminals, video conferencing capability, direct messaging and mobile access.
We utilize social communication platforms to keep you informed of nationally broadcast market commentary and regulatory changes and will continue to invest in and roll out new platforms in order to make sure that working with us is always convenient and secure.
FLEXIBILITY
OBJECTIVE APPROACH
At Beacon Capital Advisory Group, we allow you to choose where we manage your investments. Whether your account is at LPL, Fidelity, Schwab or TD Ameritrade, there is no requirement for you to transfer it. We have no proprietary products that we are encouraged to put into your portfolios. Our team of advisers will seek to select investments that we believe are the most appropriate for your portfolio regardless of who offers them.
PROMPT COMMUNICATION
STAYING IN TOUCH
Since your time is as important as your money, we will always prioritize our communication with you. In addition, we realize the importance of punctuality in responding to your questions and will make every effort to answer your inquiries as quickly as possible.
INTERDISCIPLINARY TEAM
SCALE & ATTENTION
Finding the right balance between capabilities and personalization is important when selecting a wealth management firm. We want to be nimble enough to provide the personal attention that you deserve, but have the size and scale to deliver sophisticated solutions. Our team and our partners are committed to achieving that balance.
INVEST
FINANCIAL ASSETS
At Beacon Capital Advisory Group, we know many of our clients are looking to improve their net worth. With a disciplined portfolio management team, we offer a variety of portfolio services that seek capital appreciation. In addition, we offer planning assistance for life decisions that clients encounter during their accumulation years. We help review employer benefit offerings, develop college education funding strategies, implement effective disability and life insurance approaches, and guide our clients through tax-law changes. While clients focus on their careers, raising a family, or just living their life, we help them effectively navigate the path to retirement.
MANAGE
YOUR NET WORTH
We know the hard work does not end the day you decide to retire. When your time horizon changes, we modify our planning recommendations to fit your updated priorities. At Beacon Capital Advisory Group, we help transition clients to this next chapter by revising the risk mitigation in their portfolios in order to further prioritize capital preservation. We help clients reassess life and long-term-care insurance needs, develop tax efficient retirement income proposals, and help determine the optimal timing to enroll in Medicare and Social Security. As clients step away from their careers, we aim to help them maintain an upward trajectory.
CREATE
YOUR LEGACY
We help clients through all three stages of the wealth planning process. Determining how to bequeath and/or how to charitably gift can seem like a difficult process for many people. We advise clients on the appropriate way of registering accounts, listing beneficiaries, and how to incorporate trusts into their estate planning, in order to create their legacy. Whether it is starting a foundation or opening a Donor-Advised Fund, we can assist in your goal of furthering the causes and initiatives of your choosing. As clients look back on their lives and reevaluate their priorities, we are there to help them shape their legacies.
OUR SERVICES
DAVID ROTATORI, CFP®, CIMA®
FINANCIAL PLANNER
For more than a dozen years, David has excelled at tying insurance, tax, estate, and retirement objectives into portfolio recommendations.
Recognized by his contemporaries for his dedication in developing strong relationships with his clients, David has successfully acquired multiple wealth planning practices as their owners have deemed David the ideal choice in succeeding them as they exit the business.
After earning his bachelor's degree from the Goizueta Business School at Emory University, David graduated from the CERTIFIED FINANCIAL PLANNER program at Queens University in Charlotte and received the Certified Investment Management Analyst CIMA® designation through the Wharton School of Business at the University of Pennsylvania.
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ASHLEY SHEHATA, CFP®
DIRECTOR OF CLIENT SERVICES
As the director of client services, Ashley coordinates the back-office support team. Her education as a CERTIFIED FINANCIAL PLANNER creates an added layer of expertise when synchronizing the financial planning workflows. Ashley’s experience working for both large banks and smaller boutique advisory groups has created a robust expertise in the technology platforms encompassing planning, trading and CRM interfaces.
Ashley earned her bachelor’s degree in mathematics and statistics from St. Lawrence University. She is a graduate of the CERTIFIED FINANCIAL PLANNER program at Queens University in Charlotte.
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CHRIS ZACCARELLI, CFA
CHIEF INVESTMENT OFFICER
A twenty-year veteran of the financial services industry, Chris is responsible for the strategic direction of our investment management
capabilities, development of client portfolios and investment selection.
With a decade of Wall Street experience at Goldman Sachs prior to serving as the Chief Investment Officer of a large wealth management firm based in Charlotte, Chris leverages his experience in trading equities, derivatives, and bonds to design the portfolios he manages for our clients.
After earning his bachelor’s degree from Cornell University’s School of Engineering, he became a CFA® charterholder, which is a designation that is one of the highest awards in the investment industry and is an internationally recognized and respected credential.
DEB KREHMEIER
ADMINISTRATIVE ASSISTANT
Working with many clients for over twenty-five years, Deb has maintained their trust through her passionate disposition, detailed approach, and disciplined follow-up. Deb helped transition wealth management clients from Alaska Financial Associates to Beacon Capital Advisory Group where she specializes in operational and administrative processes. Deb has been able to couple her unwavering commitment to excellence with her effusive positive outlook in a way that clients genuinely welcome. With a wealth of industry experience, Deb continues to create scale and efficiencies for our team.
OUR TEAM
KATHLEEN HOBBS
ADMINISTRATIVE ASSISTANT
Kathleen joins Beacon Capital Advisory Group from the Pacific Northwest, where she gained more than 20 years of experience in the financial services industry.
Her proficiency in insurance, securities trading and financial planning coupled with her software application knowledge have been paramount to her strong work in client services.
CHARLOTTE OFFICE
2901 Coltsgate Rd
Suite 102
Charlotte, NC 28211
Tel: 877.801.2322
Fax: 866.905.8876
CONTACT US
CONTACT
Beacon Capital Advisory Group is a registered investment adviser located in Charlotte, NC. Beacon Capital Advisory Group may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Beacon Capital Advisory Group’s website is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Beacon Capital Advisory Group’s website on the Internet should not be construed by any consumer and/or prospective client as Beacon Capital Advisory Group’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Beacon Capital Advisory Group with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Beacon Capital Advisory Group, please contact the state securities regulators for those states in which Beacon Capital Advisory Group maintains a registration filing. A copy of Beacon Capital Advisory Group’s current written disclosure statement discussing their business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from Beacon Capital Advisory Group upon written request. Beacon Capital Advisory Group does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Beacon Capital Advisory Group’s website or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.