BEACON HILL PRIVATE WEALTH LLC

Overview

Beacon Hill Private Wealth LLC is an independent RIA that manages concentrated, fee-based wealth relationships for individuals and families. The firm runs a discretionary portfolio business and acts as a capital allocator, combining third‑party managers with in‑house portfolio construction. Its advisory offering centers on financial planning, individualized portfolio management for individuals and small businesses, pension consulting and the selection of outside advisers. Beacon Hill indicates an active ESG stance, which appears to influence manager selection and the choice of public funds used across client accounts. Investment activity tilts toward pooled public vehicles for core exposure, while the firm supplements those holdings with private-market allocations and specialty strategies. The advisory fee mix includes percentage‑of‑AUM billing plus some fixed fees, which aligns with a high‑touch, bespoke service model for a relatively small client base.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices