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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 7.8.24
The S&P 500 increased nearly 2% in a holiday shortened week to close at an all-time high.
Thoughts On AI Webinar
Quarterly webinar featuring featuring Chief Investment Officer., John Longo, PhD, CFA, Head of Investment Strategy, Brian McGann, CFA, and Lead of Investment Strategy, Charles Pawlik, CFA, CFP®.
Market Outlook 2Q Review 2024
The S&P 500 reached an all-time high during the second quarter of 2024, although performance was more subdued across most other stock and bond indexes.