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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

“Look at the Year Ahead – 10 Investment Forecasts and 4 Strategic Wealth Management Themes” webinar featuring Chief Investment Officer., John Longo, PhD, CFA and Head of Investment Strategy, 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 4.15.24

Many investors entered the week with hopeful anticipation that the upcoming economic data and the commencement of the 1Q earnings season would further indicate moderating inflation, continued growth, and a confident consumer; allowing the Federal Reserve to begin the next easing cycle and, by doing so, declare victory on navigating a soft landing.

Market Outlook 1Q Review 2024

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.