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Our Team
We do things differently. We focus on
building a holistic, innovative strategy for your financial future. We pair that with our experienced, talented team, whose expertise covers everything from research to portfolio management, from planning to tax and client service. Then, with a sound understanding and an integrated approach, we all work together toward one goal: delivering wealth strategies designed to fit your life, and no one else’s.
Insights & Resources
Insights & Resources
When it comes to preserving and growing your wealth, you need an experienced firm to work with you through every financial phase of life, clearly understanding your goals today and tomorrow. No matter what phase you happen to be in, Beacon Trust has the knowledge, experience and services to innovate your wealth strategy.
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Weekly Investment Insight 2.18.25
The S&P 500 increased 1.4% last week and approached its all-time high amid a mix of company specific, macroeconomic, and geopolitical news. Inflation remains a concern for both consumers and financial analysts.
Look at the Year Ahead Webinar
As we acknowledge each December in presenting our outlook for the coming year, no one can know the unknowable or predict the unpredictable.
Look at the Year Ahead
U.S. stocks had another very strong year with the S&P 500 rising roughly 25% in 2024, as of the time of this writing.