Balanced Strategy for Real Life
About Us
At Beacon Balanced Wealth, we believe financial guidance should feel personal, thoughtful, and grounded in expertise. As an independent boutique firm led by Amy Centanni and Joey Falgoust, we provide clients with clear, customized strategies that bring confidence to every stage of life. Our philosophy is simple: every financial decision has both an emotional and a numerical answer — and our role is to help you find the right balance. By understanding your goals, values, and concerns as deeply as we understand the numbers, we create plans that feel both strategic and genuinely aligned with your life.
Clients trust us not only for our knowledge, but for the way we listen. We pride ourselves on long-standing relationships built on transparency, humility, and thoughtful guidance. Whether you’re navigating retirement, managing growing income, planning for your family, or shaping benefits for your business, you’ll have advisors by your side who know you, advocate for you, and think ahead for you. As the financial world grows more complex, our mission remains steady: to be a beacon of clarity and calm. We illuminate your path forward, help you make confident decisions, and ensure your hard work translates into a future filled with security, possibility, and peace of mind. At Beacon Balanced Wealth, your goals become our goals — and your success is shared success.
What We Do
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Financial Planning
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Investment Management
Employer Retirement Plan
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