TOM@BEACONHILLPRIVATEWEALTH.COM
With over 25 years of wealth management and private banking experience, I founded Beacon Hill Private Wealth to help high-net-worth families and individuals achieve financial clarity. My approach is built on the principles of fiduciary responsibility, tax-efficient planning, and evidence-based investing. I am deeply committed to ensuring that my clients have a clear, actionable strategy to meet their financial goals while minimizing unnecessary costs and taxes.
Throughout my career, I have worked in senior roles across strategy, client service, and product development for high-net-worth clients. This experience allowed me to train elite advisory teams to provide exceptional client service and innovative solutions. I realized that an independent, fiduciary-driven model, grounded in comprehensive planning, was the most effective way to truly put clients first. That’s why I founded Beacon Hill—to offer the kind of personalized, transparent service that I believe every family deserves.
I bring a twenty-five-year track record as a wealth management and private banking executive with leadership positions in strategy, client experience, and the development and delivery of investment management and banking products. During those years, I worked to provide solutions that met the needs of high-net-worth clients and trained elite advisory teams on how to best serve these clients. I ultimately came to the conclusion that an independent firm with a planning-first, fiduciary model, combined with an evidence-based investment approach was better suited for clients. I decided to build a firm that would deliver what I believed my family and I should expect from their financial planner.
I am a CERTIFIED FINANCIAL PLANNER® practitioner and hold advanced designations such as Certified Private Wealth Advisor®, Retirement Management Advisor®, and Certified Investment Management Analyst®. These credentials demonstrate my expertise in managing complex financial needs, especially for affluent individuals and families navigating wealth preservation, tax strategies, and intergenerational wealth planning. I earned my MBA from New York University’s Stern School of Business and have a bachelor’s degree in Chemical Engineering.
I grew up in rural Ireland before attending the United States Air Force Academy, where I learned the values of integrity, service, and discipline—principles that guide my work and the firm’s mission. As a fee-only financial advisor, I am legally and ethically committed to acting solely in my clients' best interests, offering transparent advice free from conflicts of interest.
Beyond the Office
When I’m not helping clients, you can find me spending time with my wife and two children, cheering them on at the hockey rink or lacrosse field. I’m an avid trail runner, a CrossFit enthusiast, and enjoy board games with my family. I also stay active in my children’s schools, sports organizations, and the local Summit community.
Professional Credentials
CERTIFIED FINANCIAL PLANNER® (CFP®): Awarded by the CFP Board, this designation signifies my adherence to the highest ethical standards in financial planning.
Certified Private Wealth Advisor® (CPWA®): Credentialed by the Investments & Wealth Institute™, this designation highlights my expertise in serving high-net-worth clients and addressing their complex financial needs.
Certified Investment Management Analyst® (CIMA®): Also issued by the Investments & Wealth Institute™, this certification demonstrates advanced knowledge in managing portfolios and investment strategies.
Retirement Management Advisor® (RMA®): This credential, also from the Investments & Wealth Institute™, focuses on retirement income strategies for affluent individuals.
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The Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks for CPWA® and Certified Private Wealth Advisor®, CIMA® and Certified Investment Management Analyst®, as well as RMA® and Retirement Management Advisor. Use of CPWA®, CIMA® and RMA® signifies that the user has successfully completed the Institute's initial and ongoing credentialing requirements for wealth advisors.