How may we serve you?
Wealth Management
A family office service model that covers the spectrum of planning solutions.
Evidence-Based Investing
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.
A Holistic Approach.
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.
Our Design | Build | Protect Philosophy.
Money, goals, life, and impact — your financial strategy is more than just investment decisions.
Your dreams and passions are too important to leave to chance. A sound financial plan encompasses every aspect of your life and will be the starting point of our work together.
Design
First, we embark on a personal discovery process to uncover what’s important so we can design a plan customized to address your deepest wants and needs.
Build
Together we will build a custom plan with clear objectives and attainable action items, using academic research and financial science to increase your odds of success.
Protect
Regular check-ins will help protect your plan and allow you to measure progress toward your goals and adjust as needed.
A Rigorous Academic Approach
We utilize 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 bias. We are committed to your well-being every step of the way.
National Thought Leaders
A deep bench of specialists support us with the latest investment and planning insights.
Strategic Partnerships
A truly holistic approach to your financial future may involve close collaboration between your advisor and attorneys, CPAs, and other service providers.
An evidence-based approach to private wealth management for near- and current retirees.