Beacon Hill Private Wealth was founded to provide independent, fiduciary advice to individuals and families with complex financial lives. We serve clients who value clarity, discipline, and thoughtful decision-making over sales-driven recommendations or short-term market narratives.
As an independent, fee-only Registered Investment Advisor, our role is to help clients coordinate financial decisions across investment planning, tax considerations, retirement income, and legacy planning—always with their long-term interests at the center.
Why Beacon Hill Private Wealth Exists
Many high-net-worth individuals accumulate financial complexity without a clear framework for decision-making. Multiple accounts, advisors, strategies, and tax considerations can lead to fragmentation rather than confidence.
Beacon Hill was built to address that gap.
Our firm exists to provide structure, coordination, and perspective—helping clients evaluate decisions in context rather than in isolation. We focus on disciplined planning and evidence-based investment principles, not product sales or market predictions.
Independent, Fiduciary, and Fee-Only
Beacon Hill Private Wealth operates as a fee-only fiduciary firm. We do not sell proprietary products, receive commissions, or accept incentives from third parties. Recommendations are made in service of client goals and circumstances.
This structure supports objective advice, transparent pricing, and long-term alignment with the families we serve.
An Evidence-Based, Planning-First Philosophy
Our approach is grounded in academic research and long-term financial evidence rather than speculation or market timing. We believe successful wealth management is built on:
- Clear planning priorities
- Disciplined investment implementation
- Tax-aware decision-making
- Ongoing review as life and circumstances evolve
Rather than reacting to headlines, we help clients focus on what can be controlled—costs, diversification, risk exposure, and planning discipline.
Built for Complexity, Designed for Clarity
Beacon Hill works with individuals and families navigating layered financial decisions, including retirement transitions, tax planning, concentrated assets, business interests, and multigenerational considerations.
Our role is to simplify complexity without oversimplifying decisions—bringing clarity to financial choices that carry long-term consequences.
The Meaning Behind Beacon Hill
Beacon Hill Private Wealth takes its name from a historical symbol of guidance and protection. During the Revolutionary War, beacon signals in Summit, New Jersey warned of approaching risk and helped guide strategic decisions.
Today, Beacon Hill represents that same purpose: providing perspective, clarity, and informed counsel—so clients can move forward with confidence.
Learn More
To learn more about the background, experience, and approach of our founder and lead advisor, visit our Meet Tom Geoghegan page.
