We offer free financial planning designed to help you pursue your goals

Yes, you read that right. You have access to state of the art financial planning technology and investment analysis technology for free.

There’s no cost to you. There’s also no catch You might be asking, “If it’s Free, how do you make money?” Great question, let’s break it down:

Low-cost investments to grow your wealth. When you invest your money with our portfolios, you’ll pay an annual investment management fee. The fee is calculated monthly and deducted automatically from the account balances…

The ideal insurance to protect you and your family. Insurance companies pay us as they would to a regular insurance agent. We are not tied to a particular insurance company and we will shop around to find the ideal product.

You recommending us to people you know. Introducing people you know to us helps us continue to do the things we do best.

Let’s build something together.

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This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.

Advisory Services offered through BEAM Wealth Advisors, Inc., a SEC Registered Investment Advisory Firm.  Securities offered through Purshe Kaplan Sterling Investments, Member FINRA & SIPC., Headquartered at 80 State Street, Albany, NY 12207.  BEAM Wealth Advisors, Inc. Aaron Schuler, Investment Advisor Representative.  Mountain West Wealth LLC, Beam Wealth Advisors, FIT Divorce Planning and Purshe Kaplan Sterling Investments. are separate, unaffiliated entities.


1471 Dewar Drive #140
Rock Springs, WY 82901

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