Comprehensive services and proven advisors dedicated to our clients

Managing your wealth and safeguarding your legacy requires a dedicated team with experience and a multifaceted set of skills. Beacon Trust can help you develop comprehensive, integrated and personalized solutions to address today’s circumstances and attain tomorrow’s goals. Our professionals have the skills to deal with various challenges and offer a wide range of solutions to help ensure your legacy endures.

Investment Management
Beacon Trust has developed a unique process for managing portfolio risk. By taking into account your emotional and economic risk tolerances, we thoughtfully design a portfolio based upon a broad range of investment offerings.
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Sophisticated Financial Planning
Beacon Trust’s experienced wealth strategists can take our clients through a time-proven, comprehensive financial planning process. From compensation planning for executives to retirement and goal planning, estate and tax planning and risk analysis, we help our clients identify and meet their family’s financial goals.
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Trust and Estate Administration
Whether you have recently acquired wealth or spent a lifetime accumulating it, we can help you grow and protect your assets and ultimately transfer them to others according to your wishes. Our advisors are knowledgeable in a wide range of areas, including trust and estate administration, custodial services and charitable giving.
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Tax Advisory and Preparation
When that time of year comes around, our clients are relieved to know that Beacon Trust is there to reduce their stress by efficiently and accurately preparing even the most complex personal income tax returns.
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Private Banking
We offer a wide range of lending and other financial services and work diligently with you to personally customize our private banking solutions to meet your needs.
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Next Generation Service Team
As the members of the next generation earn and inherit money and their views on wealth and their life goals develop, we plan to be there with them offering the right mix of services to help them meet their unique goals.
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Institutional Services
From retirement plans to cash management and investment management focused on the delivery of stable and predictable returns, Beacon Trust offers a flexible complement of services for institutions.
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