Multi-Family OfficeRIA · CRD 285329

Updated:

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 financial...

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 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

Individuals and families with complex financial needs

Frequently asked questions

What is Beacon Hill Private Wealth LLC?

Beacon Hill Private Wealth LLC is a multi family office headquartered in Summit, NJ.

Where is Beacon Hill Private Wealth LLC headquartered?

Beacon Hill Private Wealth LLC is headquartered in Summit, NJ.

What does Altss track for Beacon Hill Private Wealth LLC?

Altss maintains an OSINT-verified profile of Beacon Hill Private Wealth LLC covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.

What is Beacon Hill Private Wealth LLC's website?

Beacon Hill Private Wealth LLC's public website is beaconhillprivatewealth.com. Verified contact details for principals and decision-makers are available to Altss subscribers.

What type of firm is Beacon Hill Private Wealth LLC?

Beacon Hill Private Wealth LLC is classified by Altss as a Multi Family Office.

How does Altss source intelligence on Beacon Hill Private Wealth LLC?

Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.

When was Beacon Hill Private Wealth LLC's Altss profile last updated?

Beacon Hill Private Wealth LLC's profile on Altss was last refreshed on August 11, 2026. Continuous updates are applied as new public information is verified.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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