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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 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