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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

"Estate Planning Essentials: Are You Prepared?" webinar featuring Antonia Pancel-Cipric, Raymond J. Kowalik, Angela Titus McEwan, and Anne Shearman.

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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 11.28.22

The Thanksgiving holiday shortened market week saw a continuation of the recent trend of equity markets grinding higher and yields on the benchmark 10-Year Treasury Note lower.

I’m retiring in 2 years, but my investments are suffering. What to do?

Should you be making changes to your portfolio in light of market volatility? If so, how do you decide what changes may be appropriate?

Market Outlook 3Q Review 2022

The Fed’s increasingly hawkish posture and actions resulted in continued losses for the stock and bond markets over the third quarter.