Beacon Bridge Wealth Partners

Beacon Bridge Wealth Partners Your Financial Wellness and Advice Team to help you Plan to Live Well! Beacon Bridge takes a holistic approach to wealth management that we call Total Wellness.

Beacon Bridge Wealth Partners is an independent registered investment advisor dedicated to guiding you on your lifelong financial journey. We help you invest your money across five essential aspects of lifeโ€”finances, relationships, health, lifestyle, and purpose. We believe our approach can help reduce stress and increase resilience. Our mission is to help you make confident decisions, avoid costly mistakes, and achieve meaningful impacts. The material presented by Beacon Bridge Wealth Partners, LLC is for informational purposes only. It is not intended to serve as a substitute for personalized investment advice or as a recommendation or solicitation of any particular security, strategy or investment product. Actual economic or market events may turn out differently than as presented. Advisory services are provided by Beacon Bridge, a registered investment advisor with the Securities and Exchange Commission. Materials posted to this site are from external sources and are provided for your convenience in locating related information and services. Beacon Bridge expressly disclaims any responsibility for and does not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof.

Proud to support our community on and off the field!Beacon Bridge Wealth Partners is excited to sponsor the soccer teams...
10/09/2026

Proud to support our community on and off the field!

Beacon Bridge Wealth Partners is excited to sponsor the soccer teams of Jim Schmidtโ€™s daughters this season. We love seeing young athletes come together to build confidence, teamwork, and lasting friendships through the game.

Wishing both teams a fun and successful season. Weโ€™ll be cheering you on! โšฝ๐Ÿ‘

Financial confidence grows when you understand both your numbers and the motivations behind the decisions you make.On Oc...
10/08/2026

Financial confidence grows when you understand both your numbers and the motivations behind the decisions you make.

On October 13, Beacon Bridgeโ€™s Megan Scott will speak at the Women Who Thrive Leadership Summit, where sheโ€™ll share practical ways to build stronger financial habits, plan ahead with greater intention, and recognize when guidance can help support long-term growth and stability.

Hosted by the Montgomery County Chamber of Commerce, the summit brings together local professionals and business leaders for a morning of meaningful conversation and connection.

Register to attend: https://members.montcochamberpa.org/events/Details/women-who-thrive-a-montgomery-county-chamber-of-commerce-women-s-leadership-summit-1734012?sourceTypeId=Website

Join us today at 4 pm ET for ๐˜›๐˜ฉ๐˜ฆ ๐˜™๐˜ฆ๐˜ข๐˜ญ ๐˜Š๐˜ฐ๐˜ด๐˜ต๐˜ด ๐˜ฐ๐˜ง ๐˜”๐˜ฆ๐˜ฅ๐˜ช๐˜ค๐˜ข๐˜ณ๐˜ฆ: ๐˜ž๐˜ฉ๐˜ข๐˜ต ๐˜ ๐˜ฐ๐˜ถ ๐˜•๐˜ฆ๐˜ฆ๐˜ฅ ๐˜ต๐˜ฐ ๐˜’๐˜ฏ๐˜ฐ๐˜ธ ๐˜‰๐˜ฆ๐˜บ๐˜ฐ๐˜ฏ๐˜ฅ ๐˜ต๐˜ฉ๐˜ฆ ๐˜‰๐˜ข๐˜ด๐˜ช๐˜ค๐˜ด with Steven Krzywicki J...
10/07/2026

Join us today at 4 pm ET for ๐˜›๐˜ฉ๐˜ฆ ๐˜™๐˜ฆ๐˜ข๐˜ญ ๐˜Š๐˜ฐ๐˜ด๐˜ต๐˜ด ๐˜ฐ๐˜ง ๐˜”๐˜ฆ๐˜ฅ๐˜ช๐˜ค๐˜ข๐˜ณ๐˜ฆ: ๐˜ž๐˜ฉ๐˜ข๐˜ต ๐˜ ๐˜ฐ๐˜ถ ๐˜•๐˜ฆ๐˜ฆ๐˜ฅ ๐˜ต๐˜ฐ ๐˜’๐˜ฏ๐˜ฐ๐˜ธ ๐˜‰๐˜ฆ๐˜บ๐˜ฐ๐˜ฏ๐˜ฅ ๐˜ต๐˜ฉ๐˜ฆ ๐˜‰๐˜ข๐˜ด๐˜ช๐˜ค๐˜ด with Steven Krzywicki Jr., CFPยฎ, of Beacon Bridge Wealth Partners, and Gary Kasmer of Kasmer Benefits Counseling.

There's still time to register: https://us06web.zoom.us/webinar/register/8117894177543/WN_lCo2DWbFRraprHeSpSfffw

Living in Montgomery County means your financial life is shaped by more than account balances.Itโ€™s shaped by the home yo...
10/02/2026

Living in Montgomery County means your financial life is shaped by more than account balances.

Itโ€™s shaped by the home youโ€™ve built, the family and community around you, the career decisions youโ€™re making, the way you want to spend your time, and the future youโ€™re working toward.

We believe financial planning should reflect that full picture. Our Total Wellness approach brings finances together with health, relationships, lifestyle, and purpose, so your plan can evolve alongside your life.

Because when your advisor understands where you are, what matters to you, and where you want to go, the planning becomes much more personal.

Retirement planning should help you do more than prepare financially. It should help you build a life youโ€™re excited to ...
10/01/2026

Retirement planning should help you do more than prepare financially. It should help you build a life youโ€™re excited to live.

From income and healthcare to family, giving, and legacy, the decisions you make in retirement are deeply connected.

Our latest blog explores how thoughtful planning can help you use your wealth to support what matters most. https://beaconbridgewealth.com/retirement-isnt-just-about-income-its-about-living-well/

The way we think about money shapes the decisions we make with it.At the Women Who Thrive Leadership Summit on October 1...
09/30/2026

The way we think about money shapes the decisions we make with it.

At the Women Who Thrive Leadership Summit on October 13, Beacon Bridgeโ€™s Megan Scott will lead a session on โ€œFinancial Confidence & Understanding Your Numbers.โ€

Megan will explore the motivations behind financial decisions, the habits that support long-term stability and the value of planning ahead before an important decision needs to be made.

Hosted by the Montgomery County Chamber of Commerce, the summit will bring together local professionals and business leaders for a morning of practical conversations and connection.

Register to attend: https://members.montcochamberpa.org/events/Details/women-who-thrive-a-montgomery-county-chamber-of-commerce-women-s-leadership-summit-1734012?sourceTypeId=Website

Medicare premiums aren't fixed. Income, timing, and financial decisions made years earlier can all impact what you pay. ...
09/29/2026

Medicare premiums aren't fixed. Income, timing, and financial decisions made years earlier can all impact what you pay.

Join Steven Krzywicki Jr., CFPยฎ, of Beacon Bridge Wealth Partners, and Gary Kasmer of Kasmer Benefits Consulting on October 7 at 4 pm ET for a closer look at the real costs of Medicare, including IRMAA and the two-year income lookback.

Register now: https://us06web.zoom.us/webinar/register/8117894177543/WN_lCo2DWbFRraprHeSpSfffw

We were thrilled to attend our first   award ceremony earlier this month as finalists in the Client Experience Initiativ...
09/28/2026

We were thrilled to attend our first award ceremony earlier this month as finalists in the Client Experience Initiative category!

Thanks to Wealthmanagement.com for an incredible event bringing our industry together to celebrate each otherโ€™s achievements. Congratulations to all the winners and nominees. Looking forward to next year!

Financial confidence starts with understanding the decisions behind the data.Weโ€™re proud to share that Megan Scott will ...
09/23/2026

Financial confidence starts with understanding the decisions behind the data.

Weโ€™re proud to share that Megan Scott will be a guest speaker at the Montgomery County Chamber of Commerceโ€™s Women Who Thrive Leadership Summit on October 13.

During her session, โ€œFinancial Confidence & Understanding Your Numbers,โ€ Megan will discuss how greater financial awareness can support stronger habits, more informed decisions and proactive planning for the future.

Join Megan and other local leaders for a morning focused on leadership, connection and growth.

Learn more and register: https://members.montcochamberpa.org/events/Details/women-who-thrive-a-montgomery-county-chamber-of-commerce-women-s-leadership-summit-1734012?sourceTypeId=Website

Address

1600 N. Bethlehem Pike, N-200
Ambler, PA
19002

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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