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Beacon Trust

Our Services

All of our services are designed to fit your goals - your specific goals. Beyond just looking at your age and assets, we'll look to get a holistic understanding of your life and financial position. And since we offer a broad range of financial services, we'll develop a proactive wealth management plan to meet all your financial needs and fit your life, precisely.

Explore Our Services

At Beacon, we believe wealth management plans should be as distinctive as the people they’re created for. That’s why we offer a broad range of financial services. It’s why our investment portfolios are tailor-made for every client. And it’s why you’ll get a diverse, experienced team who will work closely together to build customized strategies just for you and your family.

Most wealth management firms focus solely on investments. But at Beacon, we take a holistic approach to wealth management. And that allows us to build innovative wealth strategies designed to fit your life, and no one else’s.

Explore Our Services

Investment Management

We have a talented team of portfolio managers and investment strategists to guide our clients through changing market conditions. Our investment solutions include internal, proprietary strategies as well as access to external institutional managers with unique offerings. Steadfast attention to our market and economic outlook are key drivers to our decision making. Portfolios are constructed to meet financial objectives while maintaining diversity, flexibility and nimbleness.

Investment Management
Financial Planning

Financial Planning

Our sophisticated wealth strategists look at every client’s financial future holistically, building customized plans to help maximize value and reduce risks during every stage of life.

Trust & Estate Administration

When you entrust your financial estate to Beacon Trust, you 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. We have the experience and expertise to administer your trust and estate in line with your wishes – down to the smallest details.

Types of Trusts:

  • Revocable/Irrevocable
  • Insurance
  • Remediation
  • Testamentary
  • Multi-Generational
  • Asset Protection
  • Qualified Personal Residence
  • Special Needs
  • Charitable
Tax Advisory & Preparation

Tax Advisory & Preparation

Our proactive tax advice and preparation service uses a year-round methodology that works to get information directly from your providers, without going through you. And that lets us deliver accurate, timely returns, year after year.

Private Banking

Specialty financing options. Credit. Real estate lending. Bill payment. As a wholly owned subsidiary of Provident Bank — we make it easy for you to manage cash flow strategically and access the borrowing power of your funds.

  • Credit
  • Commercial Lending
  • Real Estate Lending
  • Everyday Banking
  • Depository Services