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Beacon Trust
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Wealth. It's Different for Everyone.

We don’t have just one approach. Because we don’t have just one client. Our style of wealth management is flexible. Deliberately.

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Investment Management

We have a talented team of portfolio managers and investment strategists to guide our clients through changing market conditions.

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Listen to Our Latest Webinar

"Demystification of Trusts" webinar featuring Antonia Pancel-Cipric, JD, Dawn Avallone, JD, Lauren Cecala, and Deirdre R. Wheatley-Liss, Esq.

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Why Beacon Trust?

When it comes to preserving and growing your wealth, you need an experienced team to work with you through every financial phase of life.  

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.

Meet Our Team

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
Insights Video

Weekly Investment Insight 1.10.22

Stocks opened the year on a down note, with the S&P 500 falling 1.7% during the first week of 2022.  This mild drop masked some turmoil beneath the surface.

Market Outlook 4Q Review 2021

Santa Claus did arrive on time to spur a fourth quarter rally for the S&P 500, capping off a stellar year for domestic equities. The S&P 500 increased 11.1% in Q4 and 28.7% for the full calendar year, including reinvested dividends.

Look at the Year Ahead

Ten Investment Forecasts and Four Strategic Wealth Management Themes to Capitalize on Them