Finally, A Clear View of Your Wealth, at Beacon Hill Private Wealth
Background — Beacon Hill Private Wealth is an independent registered investment advisor offering strategic long-term financial and estate planning built on trust, integrity and meaningful client relationships.
Our View — Tom Geoghegan, CFP®, CIMA®, CPWA®, RMA® MBA founded Beacon Hill Private Wealth as a forward-thinking, independent Registered Investment Advisory firm, replacing the usual Wall Street hype with high-touch wealth management, retirement planning and evidence-based investing. A highly experienced former Wall Street executive, Tom advised those considered to be top advisors in the industry, and recognized that clients are demanding and deserve a model that better meets their needs — a model that starts with placing client interests first.
Our Philosophy — Beacon Hill Private Wealth takes an academic, research-based approach to accumulating, protecting and transferring wealth. Utilizing passive asset class investing and broad global diversification practices, this technique offers a lower cost, lower risk alternative to Wall Street’s traditional “beat the market” system.
Why Beacon Hill Private Wealth? Beacon Hill Private Wealth was designed to deliver what our clients need — a clear view of their wealth, a dynamic planning process that adapts to changes in life circumstances and clear, evidence-based, smart investing. What can you expect from the experience? It’s like having your own private family office.
Fiduciary — As a Fee-Only advisor, we are focused solely on your priorities and goals, never on selling proprietary investment products and we have a fiduciary responsibility to act in our client’s best interest. Beacon Hill does not accept outside fees for any third-party services recommended to our clients.
The Name — During the Revolutionary War, Summit, New Jersey was known as “Beacon Hill”, as bonfire beacons were lit on an eastern ridge to warn George Washington’s Continental Army of approaching British troops. Summit is where founder Tom Geoghegan chose to establish roots for his family and he remains proud of this community, now the chosen location of Beacon Hill Private Wealth. A place where he can regularly connect with local clients while accessing New York and beyond.