Beacon Hill Private Wealth was founded to provide independent, fiduciary advice to individuals and families navigating complex financial decisions. We work with clients who value clarity, discipline, and thoughtful decision-making in how they approach their wealth.
As an independent, fee-only Registered Investment Advisor, our role is to help clients coordinate decisions across investments, taxes, retirement income, and long-term planning – always with a focus on what serves their interests over time.
Why Beacon Hill Private Wealth Exists
Many individuals and families accumulate financial complexity over time –multiple accounts, strategies, and considerations – without a clear framework for evaluating decisions.
Beacon Hill was built for people who want structure and perspective when financial choices become layered and consequential.
Our role is to help clients evaluate decisions in context rather than in isolation, using disciplined planning and evidence-based investment principles as guides.
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 light of each client’s 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 informed by long-term financial research and evidence rather than short-term forecasts or speculation. We believe effective 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 – often involving retirement transitions, tax planning, concentrated assets, business interests, or multigenerational considerations.
Our role is to bring clarity to complex choices without oversimplifying decisions 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.
