Your Financial Success, Our Expertise
At Beacon Hill Private Wealth, we provide personalized, holistic wealth management solutions tailored to your unique goals and financial situation. Our approach integrates tax-efficient strategies, customized investment management, and proactive financial planning to secure your legacy.
Core Services Overview
Wealth Management
Your financial success requires more than just investment management. We take a comprehensive approach, aligning all aspects of your financial life to ensure long-term stability and growth. Our wealth management strategies are customized to meet your specific needs and priorities.
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Financial Planning
We help you design a clear path to your financial future, integrating retirement, estate, and risk management strategies into a single cohesive plan. Our goal is to ensure that every decision you make today supports the future you envision for yourself and your family.
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Investment Management
Our evidence-driven, tax-efficient investment strategies are designed to grow your wealth while managing risk. We tailor each portfolio to your unique financial situation and long-term objectives, ensuring your investments remain aligned with your goals.
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Tax Planning
Effective tax planning is essential to preserving and growing your wealth. We incorporate tax strategies across all facets of your financial plan, ensuring that your wealth is maximized and protected against unnecessary liabilities.
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Meet Tom Geoghegan – Founder and Family Wealth Advisor
With decades of experience in wealth management and financial planning, Tom Geoghegan leads Beacon Hill Private Wealth with a commitment to delivering evidence-based, client-focused strategies. His background at the U.S. Air Force Academy shaped his disciplined, goal-oriented approach, ensuring every client's wealth is managed with precision and care.
Expertise You Can Trust
Tom’s credentials include the CERTIFIED FINANCIAL PLANNER™ (CFP®) as well as three advanced designations:
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Certified Private Wealth Advisor® (CPWA®)
- Certified Investment Management Analyst® (CIMA®)
- Retirement Management Advisor® (RMA®)
As a fee-only fiduciary, Tom is committed to offering transparent, unbiased advice.
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Why Choose Beacon Hill Private Wealth?
Evidence-Driven Strategies
We apply the latest academic research to real-world financial planning, ensuring that our strategies are both effective and sustainable. Our evidence-based approach focuses on achieving long-term results with careful risk management.
Personalized Service for Sophisticated Clients
Your goals are unique, and so are the strategies we design to help you achieve them. We offer highly tailored financial solutions that reflect your personal circumstances, values, and long-term vision.
High-Level Service for Complex Needs
Our experience in handling complex financial structures, including multi-generational wealth, intricate tax planning, and high-value estate planning, ensures that even the most sophisticated financial challenges are met with precision and expertise.
Fee-Only, Transparent Pricing
As a fee-only advisory firm, we are committed to transparency. We have no hidden costs or commissions, ensuring our interests are fully aligned with yours. Our simple, clear fee structure allows you to know exactly what you're paying for. Learn More: Our Fees
Our Proven Process
1. Understand Your Needs: We begin by listening. Our discovery process dives deep into your financial situation, goals, and challenges to fully understand what you want to achieve.
2. Design a Tailored Plan: Next, we design a bespoke financial plan that includes investment, tax, and wealth management strategies. Each element is tailored to your goals and your tolerance for risk.
3. Implement Your Strategy: We put your plan into action, ensuring each step is executed efficiently and with your long-term success in mind. Our disciplined approach keeps your investments aligned with your overall plan.
4. Monitor & Adjust: As life evolves, so do your financial needs. We continuously monitor your plan and make adjustments when necessary, ensuring it remains relevant and effective. This proactive approach ensures that your financial plan is continually optimized, preventing unexpected disruptions and keeping you on track toward achieving your financial goals.
Trusted Expertise for Complex Financial Needs
At Beacon Hill Private Wealth, we specialize in guiding high-net-worth individuals and families through the complexities of wealth management. Our team is dedicated to helping you navigate life’s most important financial decisions, providing clarity and confidence every step of the way.
Optimize Your Financial Strategy – Schedule a Consultation
Schedule a complimentary consultation with us today and discover how our evidence-driven strategies can help you build, protect and grow your wealth.
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