Beacon Trust Company is a special innovative financial institution providing assistance in the management, growth and preservation of capital for individuals and institutions.

• Asset Management
  Individualized investment and liquidity management.
  
  
• Fiduciary Services
  Professional planning and administration services for estates and trusts.
  
  
• Custodial Services
  Custodial and safekeeping services for all U.S. dollar-denominated securities.
  
  
• Tax Return Preparation
  Beacon Trust maintains up-to-date income tax cost records to facilitate preparation of income tax returns. We stand ready to prepare tax returns for those clients wishing to avail themselves of this service.
  
  
• Personal Bill Payment
  Beacon Trust is prepared to supervise clients' real estate investments, pay mortgages, pay maintenance and real estate taxes, manage domestic payrolls, pay charge accounts, and assure that all bills are paid.
  
  
• Investment Planning
  Beacon Trust provides investment planning services to those clients whose financial situation has changed as a result of the sale of a business interest, real estate or other assets. We develop, in consultation with you, a strategy for the diversification of the resulting funds into a proper mix of assets including stocks, bonds, and short-term investments. This service is in addition to our traditional investment management services.
  
  
• Agent for Executor, Trustee or Guardian
  Beacon Trust is prepared to serve as an agent for the named executor, trustee, or guardian of property. Our services encompass the safekeeping of assets, tax preparation and investment management consultation.
  

Beacon Trust Company
333 Main Street, Madison, NJ 07940
(973) 377-8090