HAVE QUESTIONS?

SPEAK TO A FINANCIAL ADVISOR

1-866-561-6472

Let Beacon Trust provide answers to 
life's most crucial financial questions

Image
How do I build a plan to meet my financial goals?

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.

Image
I have been self-managing my portfolio, but markets can be scary, is now the time to get professional advice?

Our dedicated portfolio managers can deliver the level of attention and discipline needed to navigate today's complex markets.

Image
How do I successfully navigate the market?

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.

Image
How do I generate income from my portfolio in retirement?

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.

Image
Do I have enough money for retirement?

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.

Image
How do I plan for my legacy?

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.

REQUEST A CONSULTATION

1-866-561-6472

No cost. No obligation.

Plus, receive access to multiple experts 
all under one roof

  • PORTFOLIO 
    MANAGEMENT

  • FINANCIAL 
    PLANNING

  • TAX ADVISORY 
    & PREPARATION

  • TRUST & 
    ESTATE

  • PRIVATE 
    BANKING

What sets us apart

AS A FIDUCIARY, YOUR INTEREST COMES BEFORE OURS

Beacon Trust is a registered investment advisor and has a fiduciary duty to serve the client before anything else.

PAY ONLY ONE LOW FEE

No commissioned products or hidden fees. As a "fee only" firm, our clients only pay one transparent fee.

WE'RE A SUBSIDIARY

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.