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.

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Beacon Trust


Beacon Trust has adopted this privacy policy with recognition that protecting the privacy and security of the personal information we obtain about our clients is an important responsibility. We also know that you expect us to serve you in an accurate and efficient manner. To do so, we must collect and maintain certain personal information about you. We want you to know what information we collect and how we use and safeguard that information.

We collect certain nonpublic personal identifying information about you (such as your name, address, social security number, etc.) from information that you provide on applications or other forms as well as communications (electronic, telephone, written or in person) with you or your authorized representatives (such as your attorney, accountant, etc.). We may also collect information about your brokerage accounts and transactions (such as purchases, sales, account balances, inquiries, etc.).

We are permitted by law to disclose nonpublic personal information about you to governmental agencies and other third parties in certain circumstances (such as third parties that perform administrative or other services on our behalf). These third parties are prohibited to use or share the information for any other purpose. Please refer to the Beacon Trust Privacy Notice for further information on what we share.

We restrict access to your nonpublic personal information to those employees who need to know that information to provide you with service. We maintain physical, electronic, and procedural safeguards that comply with applicable federal or state standards to protect your nonpublic personal information.

Our privacy policy may change from time to time. We will make available any material change to this policy as soon as practical. Please refer to this location periodically or contact your Beacon Trust team member for changes to this policy.


Information posted on any Beacon Trust social media site should not be construed as a recommendation by Beacon Trust or any of its affiliates as an offer to sell or a solicitation to buy any securities or services mentioned. If you are a Beacon Trust client and have questions or concerns that are specific to your account, please contact a Beacon Trust team member directly. You should never post nonpublic personal information, account or transaction information anywhere on any social media site.

Any opinions expressed by Beacon Trust or its employees on the Firm’s social media sites are as of the date of publication and subject to change. Information that Beacon Trust posts on its social media sites is taken from sources that Beacon Trust believes to be reliable, but is not guaranteed by Beacon Trust as to accuracy or completeness and should not be considered personal investment advice.

Beacon Trust’s social media sites may contain links to articles or other information that are contained on this as well as a third party website. Beacon Trust does not endorse or accept responsibility for the content, or the use, of such websites. Beacon Trust assumes no liability for any inaccuracies, errors or omissions in or from any data or other information provided on the websites. Beacon Trust does not review information posted on sites linked by third parties. Any statements or opinions posted by third parties are their own and may not be representative of the experience of others or indicative of future results. Beacon Trust may remove any comments, photos, videos, discussion posts, wall posts and any other third party-posted content that contains confidential information, profanity, illegal material, spam or is otherwise deemed to be inappropriate. Beacon Trust reserves the right to ban any visitor to its sites that violates these conditions.

Please avoid specific mention or discussions about investment products and services. Clients should avoid posting positive reviews of their Beacon Trust team member’s capabilities as these can be construed as testimonials, which may be prohibited under certain state and federal laws and may not be representative of the experience of all Beacon Trust clients.

The content of Beacon Trust sites, including third party posts, is retained by Beacon Trust to comply with securities regulations.

Beacon Trust may maintain a presence on certain social media sites such as Facebook or LinkedIn, but is not affiliated with these sites and has no control over how they or other third parties will use the information shared on such sites. Please read and understand the policies and terms of use for each social media site you participate in and understand how your information can be displayed and used.