Meet Nick Shoulta’s Financial Team

Nick Shoulta, CFP®, and his team take a structured, comprehensive approach to helping you prepare for retirement. With a focus on coordinating every pillar of your financial life, this team works together to ensure your strategy is cohesive, proactive, and well-supported.

From planning to ongoing service, Nick’s team is dedicated to helping you stay aligned with your long-term vision.

CONTACT NICK'S TEAM

Financial Advisor

Nick Shoulta, CFP®

As a CFP® professional at Beacon, I work with clients to design comprehensive financial plans tailored to their unique goals.

My approach is built around five foundational pillars—Income, Investments, Tax Efficiency, Healthcare, and Estate & Legacy Planning—so that every major area of your financial life is intentionally addressed.

I believe clarity comes from structure. By thoughtfully integrating each of these pillars, I help you see how the pieces connect and support one another, creating a cohesive plan designed to carry you confidently into retirement and beyond.

Email: [email protected]

NICK SHOULTA, CFP® Financial Advisor for Beacon Capital Management

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Client Relations Administrator (CRA)

Melanie Fortunato

I work alongside Nick to help ensure your experience is organized, timely, and well-supported.

When you need assistance, whether it’s updating account information, coordinating deposits or withdrawals, processing beneficiary changes, or scheduling your next review, I help manage those requests with care and accuracy.

I stay connected with Nick throughout the process so communication stays clear and your planning momentum continues without interruption.

Email: [email protected]

Parker Morrow, Client Relations Administrator for Beacon Capital Management

Meet the rest of the Beacon family and learn more about Beacon Capital Management's core values.

The team behind Beacon Capital Management is made up of qualified financial professionals who are passionate about helping individuals and families just like you achieve your ideal retirement, and we’re with you every step of the way.

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Introduce a friend to Beacon and join the Beacon Black & Gold Club!

Through the years, we’ve built a successful firm based on honesty, integrity, and trust with the help of incredible clients like you. Becoming an advocate for your friends and family’s financial well-being will mean so much to them.

Your introduction is the biggest compliment you could give us.

The Beacon Black & Gold Club is a group for our clients who support us through introducing us to new clients. A great way to share the financial confidence you’ve gained with the people you love. Unlike some awkward, salesy referral programs, we think of introductions as a positive way to make a difference in someone’s life.

Introduce a Friend

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