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Beacon Hill Private Wealth LLC
Beacon Hill Private Wealth provides integrated wealth management services for individuals and families with complex financial needs. The firm brings...
Overview
Beacon Hill Private Wealth provides integrated wealth management services for individuals and families with complex financial needs. The firm brings financial planning, investment oversight, tax considerations, and risk management together within a single fiduciary advisory relationship. It operates as an independent, fee-only Registered Investment Advisor using an evidence-based, planning-first approach.
General information
Firm type
Multi Family Office
Location
City
Summit, NJ
Principals
Tom Geoghegan
founder and lead advisor
Tom Geoghegan
Founder & Private Wealth Advisor
Sector focus
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