How may we serve you?
A family office service model that focuses on what's important to you.
We’ll design a strategic plan for you using a comprehensive and integrated approach.
Reduce lifetime tax liabilities and improve wealth transfer opportunities.
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.
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 the 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.
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.