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Your Financial Life, Coordinated
Beacon Hill Private Wealth provides integrated wealth management services for individuals and families with complex financial needs. Our approach coordinates financial planning, investment oversight, tax considerations, and risk management within a single fiduciary advisory relationship.
Rather than addressing decisions in isolation, we help clients evaluate financial choices in context and over time.
Core Services
Wealth Management
A coordinated advisory service that integrates planning, investment oversight, tax considerations, and risk management to support informed long-term decision-making.
Learn more about our Wealth Management services.
Financial Planning
Comprehensive planning that provides structure around retirement, estate considerations, cash flow, and risk management within a broader wealth management relationship.
Learn more about our Financial Planning services.
Investment Management
Evidence-based portfolio design and ongoing oversight aligned with planning objectives, risk considerations, and long-term discipline.
Learn more about our Investment Planning services.
Tax Planning
Coordination of tax considerations across investment, retirement, and charitable planning, in collaboration with tax professionals.
Learn more about our Tax Planning services.
Meet Tom Geoghegan
Tom Geoghegan, CFP®, is the founder and lead advisor of Beacon Hill Private Wealth. He works with individuals and families to provide fiduciary, fee-only wealth management grounded in evidence-based planning and disciplined investment oversight.
As an independent advisor, Tom provides advice without commissions or product incentives.
Learn more about Tom’s background and approach.
Why Beacon Hill Private Wealth
- Fiduciary Advice: Independent, fee-only guidance free from commissions or product incentives
- Evidence-Based Approach: Planning and investment decisions informed by academic research and disciplined portfolio principles
- Experience with Complexity: Regular work with clients navigating layered financial, tax, and estate considerations
- Transparent Fees: Clearly defined pricing designed to align advisor and client interests
Our Process
Understand Your Situation — We begin by understanding your financial circumstances, priorities, and long-term objectives.
Design the Plan — We develop a coordinated plan that integrates financial planning, investment strategy, and tax considerations.
Implement Thoughtfully — We implement the agreed-upon strategy and coordinate with other professionals as needed.
Review Over Time — Plans are reviewed periodically and adjusted as circumstances evolve.
Start a Conversation
Request an introductory conversation to learn more about how Beacon Hill Private Wealth works with individuals and families.
Request an Introductory Conversation
