Thank you for scheduling an introductory conversation with Beacon Hill Private Wealth.
We appreciate you taking the time to connect. This initial conversation is intended to be a thoughtful, low-pressure opportunity to discuss your situation, what you’re looking for, and whether our approach may be helpful.
What to expect
- Confirmation details: You’ll receive a confirmation email with the date, time, and connection details for your meeting.
- No preparation required: There’s nothing you need to prepare in advance. If questions or topics come to mind, feel free to bring them — but the conversation will follow your priorities.
- Fit and approach: We’ll use the time to understand your goals and determine whether it makes sense to continue the conversation.
Optional reading
If you’re interested, you’re welcome to explore a few resources that reflect how we think about planning and investing. This is entirely optional.
If you need to reschedule or have a question before the meeting, you can reach us at hello@beaconhillprivatewealth.com or call (908) 608-8444.
We look forward to our conversation.