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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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Watch Our Latest Webinar

"Quarterly Update and Market Outlook" webinar featuring Brian McGann, CFA and John Longo, PhD, CFA, and Erman Civelek.

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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 8.8.22

It was another eventful week for the economy and markets, with a variety of economic data releases, corporate earnings reports, geopolitical developments, as well as additional comments from various members of the Fed, ultimately culminating in a positive week for equity markets.

Market Outlook 2Q Review 2022

The S&P 500 experienced its worst six months to start a calendar year since 1970, falling 20%. 

2Q 2022 Quarterly Update and Market Outlook Webinar

Watch our quarterly update and market outlook webinar!