EBI seeks to filter through noise, hype and emotion in order to make investment decisions grounded in facts, logic and reason. Beacon Hill Private Wealth was established to provide discerning individuals and families with sophisticated advice and highly personalized service. Our model is designed to deliver what our clients need - a clear view of their wealth, a dynamic planning process that adapts to changes in life circumstances and clear, evidence-based, smart investing.
Combining the expertise, discipline and knowledge of the founder and his extensive industry experience with the capabilities of a boutique firm, we are able to cultivate and expand productive client relationships and to deliver on our commitment to providing sound and comprehensive wealth planning advice in a fiduciary manner.
Combining the expertise, discipline and knowledge of the founder and his extensive industry experience with the capabilities of a boutique firm, we are able to cultivate and expand productive client relationships and to deliver on our commitment to providing sound and comprehensive wealth planning advice in a fiduciary manner.
Services
Beacon Hill Private Wealth is an independent registered investment advisor offering strategic long-term financial and estate planning built on trust, integrity and meaningful client relationships. Tom Geoghegan founded Beacon Hill as a forward-thinking, independent Registered Investment Advisory firm, replacing the usual Wall Street hype with high-touch wealth management, retirement planning and evidence-based investing.
The Beacon Hill Private Wealth family office service model covers the spectrum of solutions our clients require, including investment management, retirement and estate planning. In some cases, Beacon Hill Private Wealth delivers the solutions directly; in other cases, Beacon Hill Private Wealth partners with the client's other trusted advisors to coordinate those solutions on behalf of the client.
Begin your journey to financial peace of mind by contacting us today to set up an introductory call. We welcome the opportunity to learn more about your circumstances and share how Beacon Hill adds value to our client's lives. This is NOT a sales call. The purpose of this call is to answer your questions and determine if there is a potential fit between our expertise and your needs.
My passion as the Founder of Beacon Hill Private Wealth is grounded in over 20 years of experience in wealth management and based on my desire to help others see their own goals more clearly, and then implement a common sense strategy that helps them attain those goals in the most tax efficient and cost effective way.
We know there are thousands of advisory firms that claim to deliver great experiences for clients. There are also national-level firms delivering cookie-cutter experiences to their clients. Our vision combines the best of both worlds - to provide the personal experience to clients, supported by the broader resources of a larger firm.
Reviews
Be the first to review Beacon Hill Private Wealth.
Write a Review
