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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 6.27.22
The U.S. stock market staged a nice comeback during the 4-day week last week from a long stretch of losses, having declined in 10 of the previous 11 weeks.
1Q 2022 Quarterly Update and Market Outlook Webinar
Watch our quarterly update and market outlook webinar!
Market Outlook 1Q Review 2022
Stocks fell during the first quarter resulting in the first correction since 2020Q1, the time frame near the commencement of the COVID-19 pandemic.