At Beacon Hill Private Wealth, we recognize that many financial advisory firms promise exceptional client experiences. While large national firms often offer scale, they tend to deliver a one-size-fits-all approach. Our vision combines the best of both worlds—offering tailored wealth management services, backed by the extensive resources of a national wealth management organization.
By partnering with Focus Partners, we gain access to a team of experts in financial planning, investment management, and operational efficiency. This collaboration enhances the depth of our services, allowing us to deliver personalized financial advice with the support of a larger, institutional-level platform. Our clients benefit from evidence-based investment strategies, sophisticated financial planning solutions, and a wealth of knowledge designed to protect and grow their wealth.
Your Dedicated Service Team
- Our service team is an extension of our firm, providing direct support with custodian relationships, account transitions, and maintenance. Their expertise allows us to focus on what matters most—delivering personalized wealth management solutions tailored to your unique financial goals.
Industry-Leading Thought Leadership
- We collaborate with renowned thought leaders in the fields of investment strategy and advanced financial planning, including former Chief Research Officer Larry Swedroe, whose pioneering research and support continue to shape our investment philosophy, Head of Planning Strategy Michael Kitces, MSFS, MTAX, CFP®, CLU. and Chief Planning Officer Jeffrey Levine, CFP®, CPA/PFS, ChFC®, RICP®, CWS, AIF, BFA™, MSA . By leveraging their insights, we provide our clients with cutting-edge strategies and better financial outcomes.
Investment Policy Committee: Evidence-Driven Investment Strategies
- The Investment Policy Committee (IPC) evaluates the latest research from academia to shape the investment strategies used in your portfolios. The IPC conducts rigorous due diligence on funds, analyzes capital market projections, and develops strategies aimed at optimizing portfolio performance for high-net-worth individuals. > Meet the IPC
Portfolio Optimization and Support
- Our portfolio support team provides continuous oversight of your investments, focusing on tax efficiency, asset location, and rebalancing strategies. This ensures that your portfolio remains aligned with your long-term financial goals while minimizing tax liabilities.
Custom Fixed Income Solutions
- Our Custom Fixed Income Desk designs tailored fixed income portfolios to meet your unique needs. By leveraging institutional pricing, we deliver cost-effective fixed income investments, unbiased advice, and comprehensive portfolio construction services.
Comprehensive Risk Management
- Our trusted partners provide objective risk management and insurance solutions, ensuring that your financial plan addresses all potential risks without compromising our fee-only model. This approach allows us to provide transparent, unbiased advice aligned with your best interests.
Ensuring Compliance and Transparency
- Our compliance partners ensure that Beacon Hill meets all regulatory requirements, including registrations, disclosures, and evolving regulatory policies and procedures. This meticulous approach to compliance ensures full transparency and peace of mind for our clients.
Discover the Beacon Hill Difference
- Learn more about our evidence-based investment approach and goal-driven financial planning by viewing our Video Perspectives. We are committed to helping you achieve financial peace of mind through strategies informed by academic research and tailored to your unique financial goals.
Collectively, the FPAS community manage or advised more than $44.73 billion of assets under management or administration (as of December 31, 2024).
Beacon Hill Private Wealth is proud to be affiliated with esteemed organizations that uphold the highest standards of integrity and professionalism in financial planning. Our memberships include the National Association of Personal Financial Advisors (NAPFA), Financial Planning Association, Fee-Only Network , among others. These affiliations reflect our commitment to delivering transparent, fee-only financial advice that prioritizes your best interests.
For a full list of our professional affiliations and partnerships, please visit this page.