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SERVICES

Ever find that your investment manager, tax advisor and financial advisor aren’t quite in sync? Ever feel like you’re piecing together multiple strategies across a disjointed team, struggling to come up with a cohesive, reliable plan? If that sounds familiar, it’s time for a new approach. Ours. At Beacon, we have a full suite of five financial services to take care of all your wealth management needs, all under one roof. That lets us build an integrated, consistent money management practice – one that delivers streamlined, sophisticated strategies to meet all your financial needs – no matter how unique they are.

How Beacon Can Help

“Beacon Trust delivers comprehensive wealth management with multiple layers of expertise and a deep bench of experience – all under one roof. We will advise you holistically and thoroughly with the added value of having a fiduciary duty to you and your family. Your interests always come first – we’ve got your back.”

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Investment Management

When it comes to investment management, we don’t rely on standard strategies. We build our own customized portfolio strategies and may combine them with what we believe are the best outside investment managers possible.

We use advanced technology in our wealth management tactics. But we also use something even more important: human ingenuity. Our advisors are innovative professionals who work together proactively and vigilantly to make your money work for you. And since they can think technically and creatively at once, we believe that gives them a competitive edge.

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Financial Planning

Our approach to financial planning can be summed up in just one word: holistic. We take your entire financial landscape into account and strategize for every aspect of your financial future. 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.

Once we understand where you are, we use sophisticated financial analysis methods to build a complete picture of your ever-shifting needs.

Then we’ll use our proprietary investment strategies to carefully and continually manage your financial portfolio. Our advanced Monte Carlo simulations help us assess worst-case, best-case and likely scenarios. Then, equipped with advanced algorithms and an intimate knowledge of your personal situation and goals, we’ll build a customized, strategic plan for your life and legacy.

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Tax Preparation

A sophisticated tax preparation strategy is critical to effective wealth management. We take a proactive attitude toward tax preparation; we work directly with service providers throughout the year to coordinate logistics, and that takes more of the effort off your plate.

Perhaps more importantly, our tax advisors don’t just handle the busywork. They also think strategically. And since they work closely with our financial planners and investment managers, they can seamlessly craft tax strategies with your specific financial preferences and portfolio in mind.

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Trust and Estate

When you entrust your estate to Beacon, you’ll get unparalleled service in return. We believe effective trust and estate management requires a clear understanding of two things: your objectives, and the legislative landscape around them. Our advisors strive to gain a clear, confident understanding of both.

We have the experience and expertise to handle all the details: from collecting and valuing assets to tax consultation. But even more importantly, we also look for big-picture understanding of your most personal, unwavering intentions. Then, we can administer your trust and estate in line with your wishes – down to the smallest details.

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Private Banking

Seamless solutions for short- or long-term goals. That’s what we specialize in. Whether that means help managing cash flow, designing specialty financing options, crafting mortgages, or making everyday banking more convenient, we can customize banking solutions just for you.

Our private banking solutions are both strategic and strong. We’re backed by the strength of Provident Bank, with its $9 billion in assets, 85 local branches and 175-year history. And that means we can offer customized options many wealth management firms can’t – services like collateralized lending, mortgages and home equity lines of credit.