ChapmanAlbin Investigates Shawn Lee of Beacon Wealth Advisors

Date:

August 28, 2024

Type of alert:

Insurance  

Former clients of investment advisor Shawn Lee have enlisted ChapmanAlbin, an investor rights law firm, to investigate his management of their retirement savings. Shawn Lee, operating under the firm Beacon Wealth Advisors based in Cornelius, N.C., is now under scrutiny for his financial practices. Shawn Lee has also been associated with Alphastar Capital Management.

“It seems Mr. Lee did not fulfill the promises he made to these folks,” remarked John Chapman, a principal at ChapmanAlbin. “Instead of providing the professional guidance they sought to grow their retirement savings, they were steered toward costly insurance products—far from actual investments—and a disorganized mix of subpar mutual funds and securities. It’s no surprise their savings didn’t grow, even in a thriving stock market.”

If you’ve suffered financial losses because your investment advisor failed to provide the professional advice you deserve, contact ChapmanAlbin today at 877-410-8172. Our experienced investor rights attorneys are ready to assist you. You will not incur any financial obligation unless and until we provide a written offer to represent you, and you choose to accept it. ChapmanAlbin works on a contingency fee basis, meaning we only get paid if and when we successfully recover your financial losses.

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