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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 7.14.25
Equity markets retreated somewhat last week, as gains in the prior week attributed to the passage of the One Big Beautiful Bill Act and expectations for rate cuts this year gave way to renewed tariff concerns.
Market Outlook 2Q Review 2025
The S&P 500 surged 10.9% in Q2, but this figure masks a nearly 20% top-to-bottom intra-quarter drop for the index, primarily driven by tariff uncertainty.