Our Partners That Support Your Whole Life
Coordinated guidance for the health, relationships, lifestyle, purpose, and financial decisions that shape how well you live.
Your financial life is connected to every part of your life: your relationships, health, lifestyle, purpose, family, business, taxes, estate plan, retirement, and legacy. That’s why Beacon Bridge looks beyond your portfolio. Through our Total Wellness approach, we help you consider how decisions across every area of your life affect one another, and how your wealth can support what matters most to you.
When your needs extend beyond financial planning, we can connect you with our partners who provide specialized guidance while helping keep your broader financial picture at the center of the conversation. Because living well takes more than a plan. It takes a connected team.
START A CONVERSATIONFeatured Partners
→ Meet the professionals helping enhance the Beacon Bridge client experience
Beacon Bridge’s partner ecosystem includes professionals who bring specialized expertise to the moments when clients need it most.
-
Rob Gottschalk
Partner, CPA - Lynn
Lynn, Gottschalk & Company, LLCTax Planning and Financial Decision Making
Tax Planning and Financial Decision MakingThe BBWP team embodies the integrity, intelligence, and energy that our clients value in a trusted advisor.
Rob Gottschalk is an owner of Lynn, Gottschalk & Company, LLC and a trusted CPA who helps individuals, families, and business owners navigate the complexities of tax planning and financial decision-making. With extensive experience in tax strategy, compliance, and business advisory services, Rob provides practical guidance designed to help clients preserve wealth and achieve their long-term objectives. As a partner to Beacon Bridge Wealth Partners, he collaborates closely with clients’ advisory teams to align tax-efficient strategies with broader financial, retirement, and legacy planning goals.
Total Wellness pillar: Finance
Contact Information: lynngott.com ; Robert Gottschalk Jr | LinkedIn
-
Gary Kasmer
Founder and CEO
Kasmer Benefits ConsultingStrategic Medicare & Healthcare Planning Partner
Strategic Medicare & Healthcare Planning PartnerI am excited to continue my work with Beacon Bridge Wealth Advisors for the opportunity to integrate financial planning with health insurance, Medicare and retirement guidance, helping clients make informed decisions during some of life’s most important transitions
Gary Kasmer is the Principal of Kasmer Benefits Consulting and a trusted Medicare and health insurance specialist with more than 20 years of industry experience. Gary helps individuals and families navigate the complexities of Medicare, supplemental coverage, and health insurance decisions with clarity and confidence. Gary and his wife Kate reside in Narberth,PA and have three young adult children. In his free time Gary is an avid traveler, Philadelphia Sports fan, and volunteer basketball coach at Lower Merion HS. As a partner to Beacon Bridge Wealth Partners, he works closely with clients to align healthcare choices with their broader retirement and financial planning goals
Total Wellness pillar: Health
Contact Information: Kasmer Benefits Consulting (Copy), ; linkedin.com/in/garykasmer -
Julie Palumbo
NBC-HWC Health Strategist, CEO and Founder
Best Whole Self, LLCHealth and Wellness
Health and WellnessI’m excited to partner with Beacon Bridge Wealth Partners because we share a vision of helping clients build fulfilling lives. Combining health strategy with financial planning supports clients in preparing for their future and ensures they have the well-being to enjoy all they are working toward.
Julie Palumbo is the Owner and CEO of Best Whole Self and a trusted health and wellness coach dedicated to helping individuals create meaningful, sustainable lifestyle changes that support long-term well-being. Through an integrative and personalized approach, Julie empowers clients to improve their physical, emotional, and overall health while aligning daily habits with their life goals. As a partner to Beacon Bridge Wealth Partners, she helps clients connect wellness decisions with their broader retirement, lifestyle, and financial planning objectives.
Total Wellness pillar: Health
Contact Information: www.bestwholeself.com, Julie Palumbo, NBC-HWC | LinkedIn
-
Dale Power
Founder
Share Your Courage and Reimagining RetirementPersonal Retirement Design
Personal Retirement DesignThe only thing that’s worse than running out of money…is running out of meaning.
Dale Power is the Founder of Share Your Courage and Reimagining Retirement. Dale helps accomplished professionals answer a question their financial plan can’t: What do I want my life to become now?
An entrepreneur, author, speaker and lifelong experimenter, Dale has reinvented her own life and work more than once. Through Reimagine Retirement, she guides people to uncover what they’ve deeply loved, the skills and people that energize them, and the values that guide them—then turn those clues into small experiments and a personal road map.
Total Wellness pillar: Purpose
Contact Information: shareyourcourage.com , Dale Power | LinkedIn
Lindsey M. Hoelzle
Esq., Founding Attorney
Hoelzle Law LLC.Estate Planning
Estate PlanningThe best plans are the ones where everything fits together. I’m happy to be one piece of that for Beacon Bridge clients.
Lindsey M. Hoelzle, Esq. is the founding attorney of Hoelzle Law LLC in Chester Springs. Licensed in Pennsylvania and New Jersey since 2005, she helps individuals and families plan with wills, trusts, and powers of attorney, and guides them through estate administration when the time comes. She keeps the process practical and explains things in plain English, so families know where they stand.
Total Wellness pillar: Purpose
Contact Information: Home – Hoelzle Law, , Lindsey Hoelzle | LinkedIn
Darla DeMorrow
Owner and CEO
HeartWork Organizing, LLCHome and Photo Organizing
Home and Photo OrganizingLike the pros at Beacon Bridge, our team is focused on completing important cross-generational projects. We love helping the families we work with turn an overwhelming situation into a gift, whether that’s organizing a lifetime of photos to share, or organizing a home for simplified living.
Darla DeMorrow is the Owner and CEO of HeartWork Organizing and a trusted professional organizing and life transition specialist dedicated to helping individuals and families create order, reduce stress, and navigate change with confidence. In addition to organizing, digital life management, and downsizing, her team is recognized for their expertise in photo organizing and preserving family memories, helping clients transform treasured collections into meaningful legacy stories for the next generation. As a partner to Beacon Bridge Wealth Partners, they support the Total Legacy process by helping clients organize, preserve, and share the stories, photos, and personal history that define their family’s legacy.
Total Wellness pillar: Lifestyle
Contact Information: HeartWork Organizing, Staging, Design, Photo Organizing, ; LinkedIn
Catherine Twitmyer
Founder and Owner
Next Nest Advisors, LLCSenior Living and Transition Planning
Senior Living and Transition PlanningMy approach to working with clients is holistic and highly personalized, with a focus on understanding clients’ unique needs and developing solutions that will serve them well over the long term. Every situation is unique, and the best outcomes come from building a true partnership grounded in trust, collaboration, and a deep understanding of what matters most to each individual and family.
Catherine Twitmyer founded Next Nest Advisors, LLC to help individuals and families navigate life’s major transitions with confidence, clarity, and peace of mind. Through personalized guidance on senior living options and life transitions, Catherine assists clients explore their possibilities, make informed decisions, and move forward with confidence at every stage of the process.
As a partner to Beacon Bridge Wealth Partners, Catherine supports Total Wellness by integrating senior living and transition planning into the broader picture of retirement and financial planning, helping clients align their next chapter with their personal priorities, lifestyle preferences, and long-term goals
Total Wellness pillar: Lifestyle
Contact Information: nextnestadvisors.com , Catherine Twitmyer | LinkedIn
Samantha Hainer
BSN, RN, CMC, CDP, Founder
Moledro Health ConciergeCare Planning, Health Advocacy, and Aging Life Planning
Care Planning, Health Advocacy, and Aging Life Planning“Wealth and health are deeply connected, and the best plans account for both. I’m excited to partner with Beacon Bridge to help clients plan for aging proactively, so their health and care decisions support the future they’ve worked so hard to build.”
Samantha Hainer is a registered nurse, Aging Life Care Professional®, and Founder of Moledro Health Concierge, a nurse-led practice offering care management, aging life planning, and patient advocacy to families throughout Bucks and Montgomery Counties. After years as a critical care nurse, Samantha saw firsthand how often care becomes fragmented as people age. She founded Moledro to give families one trusted professional who partners with them and coordinates the moving pieces: doctors, medications, home care, senior living, and care transitions. She helps older adults and their families plan proactively and make confident decisions before a crisis forces their hand. And when a crisis does come, she walks alongside them as a steady presence, someone to lean on who helps carry the load. As a partner to Beacon Bridge Wealth Partners, Samantha helps clients align their healthcare and long-term care decisions with their broader retirement and financial planning goals, so their plans reflect both their resources and their real-life needs.
Total Wellness Pillar: Health
Contact Information: www.moledrohealth.com ;; linkedin.com/in/samanthahainermoledrohealth
Isabel Knight
Founder and CEO
The Death DesignerEnd-of-Life Designing and Planning
End-of-Life Designing and PlanningBeacon Bridge is one of the only advisory firms that I’ve come across where they are taking the human-centered approach of caring for the whole person instead of just a facet of that person and sees them as part of a wider network of their circle of care.
Isabel Knight is the Founder and CEO of The Death Designer and a trusted end-of-life planning specialist dedicated to helping individuals and families navigate life’s final chapter with clarity, confidence, and peace of mind. Isabel provides guidance on advance care planning, legacy preservation, family communication, and end-of-life preparedness through a compassionate and thoughtful approach. As a partner to Beacon Bridge Wealth Partners, she helps clients align personal wishes and legacy goals with their broader financial and estate planning strategies. Her goal is to create a more humane and equitable end-of-life experience for all.
Total Wellness pillar: Purpose
Contact Information: , Isabel Knight | LinkedIn Scheduling linkA More Connected Way to Plan
→ Why partners matter
Most people don’t experience major financial decisions in isolation.
- An estate planning question may involve family dynamics, tax planning, charitable goals, and business succession.
- A healthcare decision may affect retirement income, housing, insurance, and long-term care planning.
- A business transition may require coordination among attorneys, CPAs, valuation experts, bankers, and investment advisors.
Without collaboration, clients are often left managing multiple conversations on their own. Beacon Bridge helps bring them together.
Our role is to serve as your financial guide and planning partner, helping you understand how each decision fits into your Total Wellness plan. When specialized expertise is needed, we collaborate with trusted professionals who can support your legal, tax, healthcare, insurance, business, real estate, and legacy planning needs.Rather than treating these as separate issues, we help you consider how each choice may affect your finances, relationships, health, lifestyle, and purpose.
-
We begin by understanding what’s happening in your life, not just what’s happening in your portfolio.
-
As your plan develops, certain questions may require specialized legal, tax, healthcare, insurance, real estate, business, or charitable expertise.
-
When appropriate, we can introduce you to professionals in our partner ecosystem.
-
Our goal is to reduce the burden on you. Instead of asking you to manage disconnected conversations alone, we help keep the planning context connected where appropriate.
-
Through ongoing planning and collaboration, we help clients anticipate future needs and make decisions from a place of preparation rather than pressure.
The Value of Beacon Bridge’s Collaborative A pproach
→ Your professional network, thoughtfully connected
Through our partner ecosystem, Beacon Bridge helps clients:
- Make informed decisions across financial, legal, tax, healthcare, business and family matters
- Access trusted professionals without starting every search from scratch
- Connect specialized guidance to the broader financial plan
- Navigate complex transitions with greater clarity and less stress
- Consider how choices may affect all five areas of Total Wellness
- Reduce the burden of coordinating multiple professional relationships alone
- Identify planning needs before they become urgent
- Keep financial decisions aligned with personal values, family priorities, lifestyle goals, and long-term purpose
Our approach reflects a simple belief: finances, relationships, health, lifestyle, and purpose are connected parts of a life well-lived.
Our Professional Network and Areas of Expertise
→ Trusted guidance for the moments that require more than one perspective
Every client comes to Beacon Bridge with a different combination of priorities, responsibilities, relationships, and life transitions. Wherever you are, our role is to understand your complete picture, identify how the different parts of your life intersect, and help connect the appropriate guidance to the decisions in front of you. We work alongside a wide range of professional partners to help clients receive guidance that is thoughtful, connected, and aligned with their broader Total Wellness plan:
-
→ Helping protect your wishes, family, and legacy
Estate planning helps ensure your wishes are clear, your loved ones are protected, and your wealth is positioned to support the impact you want to make.
Beacon Bridge collaborates with estate planning attorneys to help clients think through wills, trusts, powers of attorney, beneficiary designations, wealth transfer, charitable giving, and legacy planning within the context of their broader financial lives.
Common client needs include:
- Clarifying the legacy and impact a client wants to create
- Updating estate documents after a major life event
- Planning for children, grandchildren, or blended families
- Coordinating beneficiary designations with the financial plan
- Preparing for wealth transfer
- Aligning charitable intentions with estate and tax planning
-
→ Connecting tax decisions to the broader financial picture
Tax planning touches nearly every part of wealth management, from retirement income and investment strategy to business ownership, charitable giving, estate planning, healthcare costs, and Medicare-related decisions.
Beacon Bridge works alongside CPAs and tax professionals to help clients evaluate tax-aware strategies in context. Together, we can help ensure that financial decisions are not made in silos.
Common client needs include:
- Retirement income and withdrawal planning
- Roth conversion conversations
- Tax-efficient charitable giving
- Business owner tax coordination
- Year-end planning
- Planning around major liquidity events
- Coordinating tax decisions with estate and legacy goals
-
→ Helping clients make confident healthcare coverage decisions
Medicare decisions can be confusing, time-sensitive, and financially significant. They can also influence healthcare access, retirement spending, family responsibilities, and peace of mind.
Beacon Bridge connects clients with Medicare specialists who can help explain enrollment timelines, coverage options, supplemental plans, prescription drug considerations, and potential cost implications.
Common client needs include:
- Approaching Medicare eligibility
- Understanding enrollment windows
- Evaluating plan options
- Coordinating healthcare costs with retirement income
- Reviewing coverage during life transitions
- Helping family members understand Medicare-related decisions
-
→ Protecting the plan from preventable risk
Insurance planning can play an important role in protecting income, family security, business continuity, estate goals, lifestyle choices, and long-term care needs.
Beacon Bridge collaborates with insurance professionals to help clients evaluate coverage within the context of their broader Total Wellness plan.
Common client needs include:
- Life insurance analysis
- Long-term care planning
- Disability income protection
- Liability and asset protection conversations
- Business owner risk planning
- Reviewing existing policies for gaps or overlap
- Evaluating how coverage supports family and estate planning goals
-
→ Supporting owners as business and personal wealth intersect
-
→ Preparing for one of life’s most important financial transitions
A business exit is rarely just a transaction. It can affect the owner’s financial future, identity, family relationships, tax planning, retirement income, estate plan, charitable goals, daily lifestyle, and sense of purpose.
Beacon Bridge collaborates with exit planning specialists, attorneys, CPAs, valuation experts, and other professionals to help business owners prepare thoughtfully before, during, and after a transition.
Common client needs include:
- Evaluating exit readiness
- Preparing for a sale or succession
- Understanding potential liquidity needs
- Coordinating tax, investment, and estate planning before a transaction
- Preparing family members and future leaders for the transition
- Planning for life, identity, and purpose after the business
-
→ Aligning property decisions with lifestyle and financial goals
Real estate decisions often involve more than location and price. They can affect cash flow, taxes, retirement plans, family support, healthcare access, estate planning, and quality of life.
Beacon Bridge works with real estate professionals, mortgage professionals, and related specialists to help clients evaluate property decisions within the context of their full financial picture.
Common client needs include:
- Downsizing or relocating in retirement
- Buying or selling a second home
- Helping family members with housing decisions
- Evaluating investment property
- Considering proximity to family, healthcare, or community resources
- Planning for real estate within an estate or legacy strategy
-
→ Helping families navigate aging-related decisions with less stress
When a parent or loved one needs support, families are often forced to make major decisions quickly and emotionally.
Beacon Bridge collaborates with elder care, aging-in-place, and senior living professionals who can help families understand care options, housing decisions, family roles, and the financial implications of aging-related transitions.
Common client needs include:
- Supporting aging parents
- Evaluating aging-in-place options
- Understanding senior living communities
- Coordinating family conversations
- Planning for care-related expenses
- Balancing caregiving responsibilities with work, health, and retirement goals
- Planning proactively before a crisis limits available choices
-
→ Planning for health-related decisions before they become urgent
Healthcare events can affect every part of a financial plan. Costs, care needs, family responsibilities, housing, insurance, and retirement income may all be impacted.
Beacon Bridge works with healthcare and long-term care professionals to help clients plan proactively and understand how health-related decisions may affect their broader financial life.
Common client needs include:
- Long-term care planning
- Healthcare cost planning in retirement
- Care coordination
- Family caregiving considerations
- Planning after a diagnosis or major health event
- Evaluating how care decisions may affect housing and lifestyle
- Preparing while there is still time to consider multiple options
-
→ Helping clients align wealth with purpose and impact
For many clients, financial planning isn’t only about protecting wealth, it’s also about using wealth to support the people, organizations, and causes that matter most.
Beacon Bridge collaborates with community organizations, nonprofits, charitable professionals, and philanthropic resources to help clients explore meaningful giving and legacy opportunities.
Common client needs include:
- Charitable giving strategy
- Donor-advised fund conversations
- Family philanthropy
- Community involvement
- Legacy and impact planning
- Engaging children or grandchildren in giving decisions
- Connecting financial resources to deeply held values and purpose
A Total Wellness Approach to Life and Wealth
→ Five connected areas. One more complete understanding of your life.
Traditional financial planning often begins and ends with the numbers. Beacon Bridge begins with you. Our Total Wellness method considers five interconnected aspects of well-being:
-
Relationships
Family dynamics, caregiving responsibilities, business partnerships, and the people who matter most can shape nearly every major financial decision.
-
Health
Healthcare needs, insurance coverage, longevity, caregiving, and long-term care can affect your financial security, your family, and your quality of life.
-
Lifestyle
Where and how you live, the work you choose to do, the experiences you value, and the freedom you want all influence how your financial plan should be designed.
-
Purpose
Your wealth can help you support your family, serve your community, create a legacy, and make the positive impact you want to have in the world.
These areas do not exist in isolation. A change in one can create consequences, and opportunities, across the others. Beacon Bridge helps connect those dots. When specialized knowledge is needed, our partner ecosystem brings additional perspectives into the planning process so decisions can be made with a clearer understanding of your complete reality.
Start With One Conversation
START A CONVERSATIONWhether you are a client, prospective client, trusted colleague, or invited professional partner, we welcome the opportunity to connect. If you’re navigating a major decision, preparing for a transition, or wondering which professional should be part of the conversation, Beacon Bridge can help you determine the next step.
