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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

"2Q 2023 Market Review and Outlook" webinar featuring John Longo, PhD, CFA, and Brian McGann, CFA.

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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 9.5.23

Stocks barreled into the Labor Day weekend in a good mood, with the S&P 500 up 2.5% last week.

2Q 2023 Market Review and Outlook Webinar

Webinar featuring Brian McGann, CFA and John Longo, PhD, CFA.

Market Outlook 2Q Review 2023

The S&P 500 continued its strong rally over the second quarter, rising 8.7%. Combined with its robust performance in the first quarter, the S&P increased 16.8% for the first half of the year, its best performance since 2019.