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Beacon Trust coordinates investment management for our clients with sophisticated planning, trust and estate administration, tax advisory and preparation and private banking.
Beacon Trust is part of a financial services legacy which began in 1839. We plan on being there not just for our current clients, but also for their children’s and grandchildren’s generations and beyond.
Beacon Trust is backed by the resources of a large organization, but we are small enough that every one of our clients is still important to us and receives the highest level of personal attention.