Our goals are the same as yours - the growth and preservation of your wealth. We help with investment management and retirement planning as well as with special circumstances, such as dealing with the aftermath of a divorce or the loss of a spouse.

Unlike financial advisors who are affiliated with specific investment firms, we are an independent, fee-only financial advisory firm. We do not sell specific financial products, or receive commissions, bonuses or incentives. Our independence ensures that our clients receive objective advice without any conflicts of interest.

We are beholden only to our clients, and only succeed if you succeed.

 Our Practice Areas

Investment Management 

Everyone wants his or her money to grow. But how to make it happen is unique to you. Let Beacon Hill Private Wealth Management create a personalized, tailored plan that suits your needs now, and adjusts over time along with your changing circumstances.

Retirement Planning

Retirement Planning does not necessarily mean waiting until retirement to plan. It is prudent to do so prior to retirement. Whatever your retirement dreams, Beacon Hill Private Wealth Management will work with you closely to help you reach them.

Women in Transition

About half of our clients are women. Whether you are divorced, widowed or have left your career, Beacon Hill Private Wealth Management is uniquely qualified to help you protect your financial future. We will work with you to create a wealth management plan designed to support your lifestyle, manage your taxes and retain your assets.

 The Beacon Hill Difference

Choosing Beacon Hill Private Wealth Management to be your financial advisor gives you several distinct advantages.

Personalized Plan

Every one of our clients is unique. So we create a financial plan bespoke to you.

 Fiduciary Responsibility

As an investment adviser, we have a fundamental obligation to act in the best interests of our clients and to provide investment advice that is in their best interests. It is our duty to have undivided loyalty and utmost good faith to all of our clients.