Beacon Hill Private Wealth was established to provide discerning individuals and families with sophisticated advice and highly personalized service. Our model is designed to deliver what our clients need — a clear view of their wealth, a dynamic planning process that adapts to changes in life circumstances and clear, evidence-based, smart investing.

Combining the expertise, discipline and knowledge of the founder and his extensive industry experience with the capabilities of a boutique firm, we are able to cultivate and expand productive client relationships and to deliver on our commitment to providing sound and comprehensive wealth planning advice in a fiduciary manner.

 

A Deeper Perspective

The videos below tell more of our story, and are from the perspective of a few of our thought leaders at the BAM Alliance.

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We are guided by very personal goals … yours.

“We see past the spreadsheet to understand your most important dreams and goals.”

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Your financial interests are at the center of our services and our transparent pricing.

“Our clients are at the center of everything we do. It’s beyond a job, beyond a profession, it’s a sense of calling.”

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We are informed by the academic evidence.

“We base everything we do on the latest academic research and tailor those findings to the specific needs of our clients.”

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We help our clients gain financial calm and confidence.

“The best financial relationships happen when you feel that the person you’re working with is not just interested in investing your money, but they’re interested in investing in your life.”

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We are inspired by our mission to coach others on how to connect their assets with their aspirations.

“When we help our clients manage their wealth with wisdom, we feel like we’ve done our job.”