Case Study: Beacon Wealth Consulting South strengthens family financial planning with Asset-Map

Bringing Family into the Fold How Susan Joy Bruno Uncovers Every Aspect of Her Clients’ Lives

The customer, Beacon Wealth Consulting South, LLC, faced the challenge of engaging all members of a client family, particularly non-financial spouses who were often excluded from long-term planning, which left them vulnerable to life's unexpected events. To address this, they turned to the vendor Asset-Map and its visual reporting tools to spark more inclusive financial conversations.

Asset-Map provided a solution by delivering a holistic, visual overview of a client's finances that was easily understandable, even for those with low financial literacy. This allowed Beacon Wealth to conduct real-time, collaborative reviews and stress-test proposals with entire families. The result was deeper client relationships, more intentional financial choices, and the establishment of the firm as a trusted advisor, with both spouses now actively involved in quarterly planning meetings.

Beacon Wealth Consulting South, LLC

Susan Joy Bruno

Managing Director