Beacon Hill Private Wealth
Beacon Hill Private Wealth is an independent, fee-only Registered Investment Advisory (RIA) firm specializing in tax-efficient portfolio management and personalized financial planning for high-net-worth individuals and families.
As a fiduciary, we are committed to acting in your best interest. Our disciplined, research-backed approach focuses on wealth preservation, tax planning, and long-term financial security, helping clients make informed financial decisions.
Who We Serve
- High-net-worth individuals & families seeking comprehensive financial guidance
- Executives, business owners & professionals needing advanced tax & investment strategies
- Pre-retirees & retirees looking for sustainable, tax-efficient income
Our Services
- Wealth Management – Integrating investment, tax, and financial planning into a cohesive, goals-based strategy
- Tax-Efficient Investing – Managing portfolios with a focus on after-tax returns and long-term capital efficiency
- Retirement Planning – Structuring sustainable, tax-smart income strategies aligned with your financial goals and risk tolerance
Why Clients Choose Us
- Fiduciary, Fee-Only Transparency – No commissions, no proprietary products—our fiduciary commitment ensures objectivity and client-first advice.
- Evidence-Based Investment Approach – Built on decades of financial research and risk-managed portfolio strategies
- Personalized Service – Tailored strategies that adapt to changing market conditions and evolving client needs
At Beacon Hill Private Wealth, we simplify complexity, optimize financial strategies, and help clients gain confidence in their financial future through proactive, unbiased wealth management.
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.