Beacon Hill Private Wealth LLC
Beacon Hill Private Wealth LLC (CRD# 285329) is a financial advisory firm headquartered in Summit, NJ. They manage $36,997,800 in 91 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management37MILLION
Total Number of Accounts91ACCOUNTS
Average Account Value$406,569
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
Tomas Geoghegan (CRD# 5750013) is an Investment Advisor Representative working at Beacon Hill Private Wealth LLC in Summit, NJ and has over 12 years of experience in the finance industry. Tomas Geoghegan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.