Beacon Hill Private Wealth is structured to provide the focus and continuity of a boutique advisory firm, supported by additional specialized resources when helpful. Clients work directly with Beacon Hill while benefiting from planning, investment, and operational support designed to reinforce disciplined, long-term decision-making.
This structure allows us to remain independent and client-focused, while drawing on additional planning, research, and operational support when appropriate.
How the Extended Team Supports Clients
Our extended team resources are designed to support clients navigating layered financial decisions across planning, implementation, and ongoing oversight. Support commonly includes:
- Operational service support for custodial workflows, account transitions, and maintenance
- Investment research and portfolio oversight support
- Advanced planning resources for complex financial questions and coordination
- Fixed income and portfolio construction support when appropriate
- Compliance oversight and operational controls
Dedicated Service Support
Our service team supports Beacon Hill behind the scenes by assisting with custodial processes, account transitions, and ongoing account maintenance. This operational support helps reduce friction for clients and allows Beacon Hill to stay focused on planning, strategy, and advice.
- Custodian workflows and paperwork support
- Account openings, transfers, and maintenance coordination
- Operational follow-through to support a smooth client experience
Investment Policy and Research Oversight
Portfolio implementation is supported by an Investment Policy Committee (IPC) that evaluates academic research, reviews investment vehicles, and supports portfolio standards grounded in evidence-based investing principles.
- Ongoing fund and manager due diligence
- Capital market and portfolio construction research
- Implementation guidance designed to support disciplined, long-term investing
> Meet the Investment Policy Committee
Planning and Research Thought Leadership
Our planning and investment philosophy is informed by ongoing professional research and education from recognized voices in evidence-based investing and advanced financial planning, including:
- Michael Kitces, recognized for advanced financial planning strategy
- Jeffrey Levine, focused on tax, retirement, and estate planning integration
- Larry Swedroe, known for his work in evidence-based and factor-driven investing
Their published research and education help inform best practices that support disciplined portfolio construction and coordinated financial planning. These professionals do not provide individualized client advice through Beacon Hill Private Wealth.
Portfolio Oversight and Implementation Support
Additional portfolio support resources may be used to assist with rebalancing, tax-aware implementation, and fixed income portfolio construction, depending on client needs and objectives.
- Rebalancing and implementation monitoring
- Tax-aware portfolio considerations such as asset location and realized gain management
- Ongoing portfolio review support
Risk Management and Insurance Coordination
Where appropriate, we help clients coordinate risk management and insurance planning considerations with external professionals. This supports broader planning objectives while maintaining a fee-only advisory model.
Compliance and Oversight
Beacon Hill’s operations are supported by compliance resources focused on regulatory oversight, disclosures, and process controls. This helps maintain consistency, transparency, and a strong compliance posture.
Discover More
To learn more about our planning-first and evidence-based approach, view our Video Perspectives.
Beacon Hill Private Wealth is affiliated with the Focus Partners Advisor Solutions platform, which provides infrastructure and resources to support affiliated advisors.
Beacon Hill Private Wealth is proud to be affiliated with professional organizations that uphold high standards of integrity and professionalism in financial planning. Our memberships include the National Association of Personal Financial Advisors (NAPFA), Financial Planning Association (FPA), Fee-Only Network, among others.
For a full list of our professional affiliations and resources, please visit this page.