How may we serve you?
A family office service model that covers the spectrum of planning solutions.
EBI seeks to filter through noise, hype and emotion in order to make investment decisions grounded in facts, logic and reason.
A Clear Process
A truly dynamic planning process that adapts to changes in life circumstances.
It's About You
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.
Your Family Office
The Beacon Hill Private Wealth 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, Beacon Hill Private Wealth partners with our client’s other trusted advisors to coordinate those solutions on your behalf.
Understand and clarify your life and financial goals through our 360° Discovery process, creating a tailored financial plan.
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.