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Beacon Trust
Slide 1

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.

Slide 2

Investment Management

We have a talented team of portfolio managers and investment strategists to guide our clients through changing market conditions.

Slide 3

Watch Our Latest Webinar

"Social Security, Retirement, and Long-Term Care Planning: Helpful Hints" webinar featuring Chief Fiduciary Officer, Antonia Pancel-Cipric, Relationship Manager Tim Kazachkov, and Wealth Strategist, Patricia Hall.

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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 11.20.23

Last week saw the release of the closely watched CPI (consumer price index) report which moved both equity and fixed income markets meaningfully.

Am I covered by FDIC?

I have more than $250K at one bank. Am I covered by FDIC?

Live Webinar Featuring Liz Ann Sonders

Live Webinar featuring Managing Director and Chief Investment Strategist at Charles Schwab & Co., Liz Ann Sonders and Brian McGann, CFA.