Beacon Hill Private Wealth
Investment Management • 
Summit, New Jersey, United States • 1-10 Employees
Company overview
| Headquarters | 350 Springfield Ave, Summit, New Jersey 07901, US |
| Phone number | +19086088444 |
| Website | |
| NAICS | 5231 |
| SIC | 628 |
| Keywords | Risk Management, Comprehensive Financial Planning, Tax Planning, Investment Planning, Wealth Management, Education Planning, Asset Allocation, Retirement Planning, Financial Planning, Estate Planning, Investment Management, Charitable Giving, Evidence-Based Investing, Intergenerational Planning, Concentrated Stock Management |
| Employees | 1-10 |
| Socials |
Key Contact at Beacon Hill Private Wealth
Tom Geoghegan
Founder and Private Wealth Advisor
Beacon Hill Private Wealth Email Formats
Beacon Hill Private Wealth uses 1 email format. The most common is {first initial} (e.g., j@beaconhillprivatewealth.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@beaconhillprivatewealth.com | 100% |
About Beacon Hill Private Wealth
Tom Geoghegan, CFP® founded Beacon Hill Private Wealth as a forward-thinking, independent Registered Investment Advisory firm, replacing the usual Wall Street hype with high-touch wealth management, retirement planning and evidence-based investing. An experienced former Wall Street executive, Tom advised those considered to be top advisors in the industry and recognized that clients are demanding and deserve a model that better meets their needs – a model that starts with placing client interests first. Why Beacon Hill Private Wealth? Beacon Hill Private Wealth was 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. What can you expect from the experience? It’s like having your own private family office.
Beacon Hill Private Wealth revenue & valuation
| Annual revenue | $85,555 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $273,776 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Beacon Hill Private Wealth has 1 employees across 1 departments.
Departments
Number of employees
Funding Data
Beacon Hill Private Wealth has never raised funding before.
Beacon Hill Private Wealth Tech Stack
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Frequently asked questions
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