Beacon Hill Private Wealth

Beacon Hill Private Wealth is committed to delivering on the promise of true wealth management. The essence of our approach is based on a pledge to act in your best interests.

This means making recommendations based on what decades of peer-reviewed financial research has shown to be the right way to invest. It means getting to know you, your family, your goals and your most important dreams. It means crafting a plan that touches on – and improves – the most important aspects of your life.

The cornerstone of our approach is our investment philosophy, which is built on a deep understanding of how to best capture the returns of the financial markets. Our approach is based on established facts and real evidence, not empty opinions or the media’s “flavor of the month” speculation.

Investment planning is, of course, just one part of the Beacon Hill experience. How do your taxes impact your savings? Do you have the right insurance? Do you have an estate plan? Are you taking on the right amount of risk?

As your trusted advisor, these are the questions we help you answer. Our goal is to free you from worrying about the daily ups and downs of the market, so you can focus on the things that really matter.