Beacon Hill Private Wealth, LLC

Beacon Hill Private Wealth, LLC is a Financial Planner in Summit, NJ, located at 350 Springfield Ave #200. The firm provides integrated wealth management services for individuals and families with complex financial needs, coordinating financial planning, investment oversight, tax considerations, and risk management within a single fiduciary advisory relationship. Founder and lead advisor Tom Geoghegan, CFP®, guides clients through layered financial decisions involving retirement transitions, concentrated assets, business interests, and multigenerational planning. As an independent, fee-only Registered Investment Advisor, the firm operates without commissions, proprietary products, or third-party incentives, ensuring recommendations align strictly with client goals. The advisory approach is grounded in evidence-based portfolio design, academic research, and long-term discipline rather than short-term forecasts. Services include retirement planning, estate and legacy coordination, cash flow analysis, and tax-aware investment strategies executed through a Design, Build, and Protect framework. Geoghegan brings prior senior leadership experience from Merrill Lynch, Morgan Stanley, and American Express, holding an MBA from NYU’s Stern School of Business and a bachelor’s degree in Chemical Engineering from the United States Air Force Academy. His perspectives have appeared in Barron’s, Bloomberg, CNBC, Reuters, and Kiplinger. The firm’s name references historical beacon signals in Summit, New Jersey, which warned of approaching risk during the Revolutionary War, symbolizing the guidance and clarity the advisory team provides to help clients navigate consequential financial choices with confidence.

The firm is situated on Springfield Ave in Summit, New Jersey, roughly a tenth of a mile from the Summit train station and the Village Green Public Art park.

BizScoreAI awarded the business a Technical score of 93 out of 100, ensuring the website is secure and readable by search engines without errors. The company also achieved a Discoverability score of 75 out of 100, confirming that AI crawlers can access every page to enable recommendations by AI assistants.