Voyager Wealth Management, LLC

EST. AUM
$216,579,408

CONTACTS
2

CLIENT ACCOUNTS
677

Firm Details

Metro area Milwaukee
CRD Number 124697
Website beaconpointe.com
Client types

Overview

Voyager Wealth Management is a Lake Geneva-based fiduciary advisory firm that merged with Beacon Pointe Advisors in November 2025. The firm specializes in planning-led, goals-driven wealth management for hard-working individuals and families seeking to achieve a confident retirement. Their approach leverages disciplined scenario analysis and long-term financial modeling to guide clients through complex distribution decisions. By joining the Beacon Pointe platform, the team maintains its local care and culture while gaining access to an institutional-grade bench of research and specialized resources.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Voyager Wealth Management, LLC

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