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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 brings financial planning, investment oversight, tax considerations, and risk management together 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.
Financial Planning
Comprehensive planning that provides structure around retirement, estate considerations, cash flow, and risk management within a broader wealth management relationship.
Investment Management
Evidence-based portfolio design and ongoing oversight aligned with planning objectives, risk considerations, and long-term discipline.
Tax Planning
Coordination of tax considerations across investment, retirement, and charitable planning, in collaboration with tax professionals.
Meet Tom Geoghegan
Tom Geoghegan, CFP®, is the founder and lead advisor of Beacon Hill Private Wealth. He works with individuals and families facing complex financial decisions, providing fiduciary, fee-only wealth management grounded in evidence-based planning and disciplined investment oversight.
As an independent advisor, Tom offers guidance without commissions or product incentives.
Why Beacon Hill Private Wealth
- Fiduciary Advice – Independent, fee-only guidance without commissions
- Evidence-Based Approach – Decisions informed by academic research and long-term evidence
- Experience with Complexity – Regular work with layered financial, tax, and planning considerations
- Transparent Fees – Clearly defined pricing aligned with client interests
How We Work Together
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.
Learn More
Start a Conversation
Request an introductory conversation to learn more about how Beacon Hill Private Wealth works with individuals and families.
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