Sam founded Beacon Wealthcare in 1998. He has thirty four years of experience investing money for his clients. Prior to organizing Beacon Wealthcare, he was associated with Wheat First Securities,(now Wells Fargo Advisors) as a Registered Representative and a Certified Portfolio Manager. He was a charter member and a production leader in Wheat’s fee-based management platform for nine years beginning in 1989. He began his career in 1983 with Carolina Securities, headquartered in Raleigh, NC .

In 2006 Sam fundamentally changed the firm’s focus to a client/goal-centered approach from asset/return-centered. Since then, clients have enjoyed the present more, worrying less about finances and having greater confidence in their future.

Sam holds a Bachelor of Arts degree in English Literature from Hampden-Sydney College, 1975 and a Masters of Business Administration degree from Wake Forest University, 1981. While at Wake Forest, he concentrated in Finance and International Finance, assisting Dr. Robert Carlson publish a textbook on International Finance. He also spent a summer with the London School of Economics. Following Wake Forest and prior to his career in investments, Mr. Bass worked with First Union for three years as a commercial lending officer in the Research Triangle area.

Sam is a devoted Christian and serves in several ministries at Church of the Apostles in Raleigh. He is ministry leader for Crown Financial Ministries. Sam is happily married to Sharon, a talented plein air oil painter. He enjoys family, sailing, biking, and writing.

Sam Bass Jr.