Beacon Hill Private Wealth
Beacon Hill Private Wealth is an independent, fee-only Registered Investment Advisory (RIA) firm providing integrated wealth management and financial planning for high-net-worth individuals and families.
As a fiduciary, we are committed to acting solely in our clients’ best interests. Our approach emphasizes disciplined planning, tax-aware investment management, and long-term decision-making grounded in academic research rather than market speculation.
Who We Serve
- High-net-worth individuals and families seeking comprehensive financial guidance
- Executives, business owners, and professionals with complex tax and investment needs
- Pre-retirees and retirees focused on sustainable, tax-efficient income strategies
Our Services
- Wealth Management – Coordinated investment management, financial planning, and ongoing advisory support
- Tax-Aware Investing – Portfolio strategies designed to improve after-tax outcomes over time
- Retirement Planning – Structuring income strategies aligned with long-term goals, risk tolerance, and tax considerations
Why Clients Choose Us
- Fiduciary, fee-only structure with no commissions or proprietary products
- Evidence-based investment philosophy informed by decades of academic research
- Personalized service designed to adapt as client circumstances evolve
Beacon Hill Private Wealth helps clients simplify complexity, coordinate financial decisions, and move forward with greater clarity and confidence.
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.