There's more to you than numbers. For us, getting a clear picture of your goals, preferences and upcoming life events is just as important as understanding your current financial holdings.
Our dedicated portfolio managers can deliver the level of attention and discipline needed to navigate today's complex markets.
Markets can be volatile. Unsure whether to allocate more of your portfolio to stocks or bonds, or both? Let us guide you through the ever changing market landscape.
With Beacon Trust, you can depend on us to generate consistent income from your portfolio -- so you can focus on yourself, your family and your personal interests.
Planning for retirement is no small task. There are many financial and emotional considerations that should be taken into account. We're here to listen first. We'll find the solution second.
Planning for the future and those you love is not just about leaving tangible assets or finalizing your will. It is so much more.Secure your legacy with Beacon Trust.
Beacon Trust is a registered investment advisor and has a fiduciary duty to serve the client before anything else.
No commissioned products or hidden fees. As a "fee only" firm, our clients only pay one transparent fee.
As a subsidiary of Provident Bank, feel secure knowing your wealth management firm is backed by a banking institution with over 175 years of experience.