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B. Beam

B. Heath Beam is a financial services professional and the Principal of Singular Private Wealth, P.C.1 He has been a member of the Forbes Finance Council since April 2019.1 Beam's career in financial services began in his mother's insurance agency in a small Southern town, which led him to establish his own property and casualty firm in Gulfport, Mississippi at the age of 22.1

After losing everything in Hurricane Katrina in 2005, Beam moved to Charleston, South Carolina in 2006 to start anew.1 In 2016, he launched Singular Private Wealth, P.C., with the aim of providing a boutique client experience.1 Through his approach called "Authentic Wealth Management," Beam focuses on delivering leadership, service, competency, transparency, and genuine care to his clients.1

Singular Private Wealth, P.C. offers services in various areas, including:

  • Cash Flow Management
  • Capital Management
  • Retirement Accumulation & Distribution Planning
  • Income Tax Strategies
  • Risk Mitigation
  • Estate Planning
  • Trust Administration12

As a member of the Forbes Finance Council, Beam has contributed articles on topics such as investment policy statements, client retention during crises, and strategies for protecting business credit.1 His expertise and thought leadership in the financial industry have earned him recognition and the opportunity to share insights through this prestigious platform.

Highlights

Nov 29 · monarchprivate.com
Monarch Private Capital Co-Founder, George L. Strobel II, Accepted ...

Related Questions

What inspired Heath Beam to start Singular Private Wealth?
How did Heath Beam's experience with Hurricane Katrina shape his career?
What is Authentic Wealth Management, and how does it differ from traditional wealth management?
Can you share more about Heath Beam's role in the Forbes Finance Council?
What are some key strategies Heath Beam recommends for protecting business credit?
B. Beam
B. Beam, photo 1
B. Beam, photo 2
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