speedbump

You are leaving Beacon Trust's website and going to a third party website. This may have privacy and security policies different from Beacon Trust. Do not disclose any personal or financial information upon leaving the Beacon Trust website. Beacon Trust Company and its affiliates are not responsible for the products, services and content on any third party website.

skip to main content
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 to Our Latest Webinar

"Quarterly Update and Market Outlook" webinar featuring Brian McGann, CFA and John Longo, PhD, CFA, and Susan Hayes.

Slide 4

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 5.23.22

The S&P 500 increased less than 1 point on Friday, but not before briefly dipping into bear market territory, which is commonly defined as a 20%+ drop from peak to trough.  Will this be the shortest bear market in history?  It’s hard to say with certainty, but the odds are against it.

1Q 2022 Quarterly Update and Market Outlook Webinar

Watch our quarterly update and market outlook webinar!

Market Outlook 1Q Review 2022

Stocks fell during the first quarter resulting in the first correction since 2020Q1, the time frame near the commencement of the COVID-19 pandemic.