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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.
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.
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Weekly Investment Insight 5.30.23
Although concerns continued to build in markets throughout last week with no debt deal having been struck as of last Friday, the S&P 500 was able to close the week with a slight gain of 0.32%.
Can I sell my long-term care insurance policy?
Long-term care insurance can be an important part of your financial plan. But we do know it can be prohibitively expensive.
1Q 2023 Market Review and Outlook Webinar
Webinar featuring Brian McGann, CFA and John Longo, PhD, CFA, and Susan Hayes.