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Wealth advice with a disciplined, evidence-based approach

Reduce Taxes | Invest Smarter | Pursue Better Outcomes

Tax-efficient wealth planning for your retirement and legacy goals. 

How may we serve you?

Wealth Management

A family office service model that focuses on what's important to you.

Financial Planning

We’ll design a strategic plan for you using a comprehensive and integrated approach.

Tax Planning

Reduce lifetime tax liabilities and improve wealth transfer opportunities.

The difference is in the details.

Our Mission

Beacon Hill Private Wealth was established to provide discerning individuals and families with sophisticated advice and highly personalized service. Our model is designed 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.

Combining the expertise, discipline and knowledge of the founder and his extensive industry experience with the capabilities of a boutique firm, we are able to cultivate and expand productive client relationships and to deliver on our commitment to providing sound and comprehensive wealth planning advice in a fiduciary manner.

A Holistic Approach

Your Family Office

Our family office service model covers the spectrum of solutions our clients require, including investment management, retirement and estate planning. In some cases, Beacon Hill Private Wealth delivers the solutions directly; in other cases, we partner with our client’s other trusted advisors to coordinate those solutions on your behalf.

A Clear Path
On Life's Winding Road

When life changes, your plan evolves. Life is layered with significant events that can influence your future.

When things change, you need a trusted partner who understands the short- and long-term financial impact so you can focus on living your life to the fullest.

Diagram depicting the winding road of life Beacon Hill Private Wealth

Our Core Competencies

Our Design | Build | Protect Philosophy

Money, goals, life, and impact — your financial strategy is more than just investment decisions.

Do you have a plan that's right for you?

Our goal is to help you design your plan to meet your life goals:


Understand and clarify your life and financial goals — then create a tailored financial plan designed to help make your goals possible


Use academic research and financial science to build an investment portfolio that aims to give you the highest probability of achieving your goals with the least amount of risk


Provide discipline, perspective, and guidance to help you stay focused on the long term and on track towards achieving what is most important to you

A Rigorous Approach

We use evidence-based strategies to create customized financial plans that help our clients reach their long-term goals.

A Fiduciary Commitment

Your best interest is our only focus. We are committed to your well-being every step of the way.

Strategic Partnering

A truly holistic approach to your financial future involves close collaboration with your attorneys, CPAs, and other service providers.

An evidence-based approach to private wealth management for your evolving needs.

Independent Fiduciary

Evidence-Driven Approach

Pursuing Better Outcomes