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Our Team
We do things differently. We focus on
building a holistic, innovative strategy for your financial future. We pair that with our experienced, talented team, whose expertise covers everything from research to portfolio management, from planning to tax and client service. Then, with a sound understanding and an integrated approach, we all work together toward one goal: delivering wealth strategies designed to fit your life, and no one else’s.
Insights & Resources
Insights & Resources
When it comes to preserving and growing your wealth, you need an experienced firm to work with you through every financial phase of life, clearly understanding your goals today and tomorrow. No matter what phase you happen to be in, Beacon Trust has the knowledge, experience and services to innovate your wealth strategy.
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Weekly Investment Insight 9.30.24
Stocks continued their upward march, with several U.S. equity indexes hitting all-time highs during the week.
Beware of Scammers Pretending to be IRS Agents
Scammers claiming to be IRS agents are becoming more sophisticated, and we hope the following will assist you in exercising caution should you be contacted.
First Half S&P 500 Index Divergence
The divergence between the equal weight S&P 500 Index and the traditionally reported market-cap weighted S&P 500 Index (composite) often reveals critical insights into the underlying market dynamics (breadth) and investor behavior.