Beacon Hill Private Wealth

At Beacon Hill Private Wealth, we are dedicated to providing discerning individuals and families with sophisticated advice and highly personalized service. Our mission is 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. We combine the expertise, discipline, and knowledge of our founder with the capabilities of a boutique firm to cultivate and expand productive client relationships.

Our Services

We offer a comprehensive range of services including Wealth Management, Financial Planning, and Tax Planning. Our Wealth Management services provide a family office service model that focuses on what's important to you. Our Financial Planning involves designing a strategic plan for you using a comprehensive and integrated approach. Additionally, we help reduce lifetime tax liabilities and improve wealth transfer opportunities through our Tax Planning services.

Our Approach

We take a holistic approach to your financial future, covering the spectrum of solutions our clients require. In some cases, we deliver the solutions directly; in other cases, we partner with other trusted advisors to coordinate those solutions on your behalf. Our core competencies are built around our "Design | Build | Protect" philosophy, focusing on your financial strategy beyond just investment decisions. We also utilize an evidence-based approach to create customized financial plans that help our clients reach their long-term goals.

A Fiduciary Commitment

We are committed to your best interest at all times. As a fiduciary, our focus is on your well-being every step of the way. We believe in the importance of strategic partnering with your other service providers to ensure a truly holistic approach to your financial future.