Explore our Services >>>
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.
Learn More
Weekly Investment Insight 5.19.25
Equity markets finished last week strongly positive with both the S&P 500 and Nasdaq finishing in positive territory for 3 out of the last four weeks, as earnings have broadly come in stronger than expected and recession odds have decreased on the heels of trade deal announcements.
Quarterly Market Outlook Webinar
Market Outlook 1Q Review 2025
Roughly one hundred years ago Frank Knight, a well-known economist from the University of Chicago, made the distinction between risk and uncertainty.