Beacon Hill Wealth Management Ltd

Overview

Beacon Hill Wealth Management Ltd is an independent registered investment adviser that serves individual and family clients with financial planning and portfolio management for individuals and small businesses. The firm charges fees based on a percentage of assets under management and reports being an active ESG investor, which suggests environmental, social and governance criteria factor into its selection process. Its ownership is listed as a combination of a foreign entity and an individual, and the firm completed SEC registration in 2024. Beacon Hill does not identify as a capital allocator or a pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices