Thank you for visiting our website; I invite you to explore our site to learn more about the services we provide.  At Beacon Trust, “wealth management” is more than a phrase.  It illustrates the fiduciary responsibility we have to properly handle the financial affairs of our clients.  When you are a client of Beacon Trust, you should have trust and confidence in our ability to help you meet your financial goals.  It is our hope that you will fully utilize the five primary services provided by Beacon Trust – investment management, tax planning, financial planning, trust & estate administration, and banking services.  We take a holistic approach to each relationship to ensure we fully understand your objectives, and then we coordinate all aspects of your financial picture. 

Wealth management is a relationship business, and I understand your connection to Beacon Trust is going to be with people, not simply the institution.  Each client has a team of individuals who handle all aspects of your Beacon experience, and you will also have access to senior leadership.  We will communicate with you regularly, providing updates on your portfolio as well as sharing feedback and information on other areas of interest or importance.  Whenever you have a question about your financial life, your first call should be to your Beacon Trust team.

Our first priority is client satisfaction.  We focus on providing solutions and results, so you can focus on yourself, your family, and your personal interests.  Beacon is large enough to provide a full range of services with an innovative technology platform and experienced professionals.  The firm is also small enough to ensure we know our clients and their individual objectives, and the ability to customize your services to meet your goals. 

We look forward to the opportunity to learn more about you and your financial priorities.

Valerie Murray
President