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We don’t have just one approach. Because we don’t have just one client. Our style of wealth management is flexible. Deliberately. Our ever-changing methods let us design wealth strategies specifically to fit the needs of each individual client – taking advantage of new opportunities, investments and technologies as they arise.
U.S. stocks had their best third quarter since 2013, with the S&P 500 Index rising 7.7%.
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2018 Q3 Review and Market Outlook: Stocks Surge, But Shake in Early October
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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.
