Tom Geoghegan, CFP<sup>&reg;</sup> - Financial Advisor

Tom Geoghegan, CFP®

CIMA® CPWA® RMA

Private Wealth Advisor

Beacon Hill Private Wealth LLC

350 Springfield Avenue, Suite 200
Summit, NJ 07901
FINANCIAL ADVISOR'S WEBSITE
(908) 608-8444 CONNECT WITH Tom
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General

Tom Geoghegan is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Beacon Hill Private Wealth LLC in Summit, NJ and the surrounding communities.

Financial Advisor Overview

Tom Geoghegan, CFP® CIMA® CPWA® RMA® MBA 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. A highly experienced former Wall Street executive, Tom 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.

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Financial Advisor Experience

Tom’s passion as the Founder of Beacon Hill Private Wealth is grounded in over 20 years of experience at top firms in the financial services industry and based on his passion for helping others see their own goals more clearly, and then implementing a common sense strategy that helps them attain those goals in the most tax efficient and cost effective way. Tom brings a twenty-year track record as an accomplished wealth management and private banking executive with leadership positions in strategy, client experience and the development and deployment of investment management and banking products. During those years he provided solutions to meet the needs of high net worth clients and trained those considered to be elite advisory teams on how to best serve these clients. Tom ultimately came to the conclusion that an independent firm with a planning-first model and an evidence-based investment approach was better suited for clients. He decided to build a firm that would deliver just what he believed he and his family should expect and deserve from an advisory firm; now he is sharing that model with his clients. Tom is a CERTIFIED FINANCIAL PLANNER™ practitioner with a Master of Business Administration from the Stern School of Business at New York University and a bachelor’s degree in Chemical Engineering. Tom built a distinguished career at large institutions, including Merrill Lynch, Morgan Stanley and American Express. Beacon Hill Private Wealth is the capstone of that journey, where he can draw upon the best experiences he gained across these previous roles.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Investment Management Analyst (CIMA®)
  • Other - Certified Private Wealth Advisor (CPWA®), Retirement Management Advisor (RMA®)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Career Change, Estate Planning, Investment Management, Getting Divorced, Employee Benefits, Irregular Income, Mutual Funds, Retirement, Stocks & Bonds, Life Planning, Starting a Family, Succession Planning, Medical & Health Issues, Sudden Wealth, Nontraditional Households, Special Needs, Personal Taxes, Women's Finances

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Helpful Financial Planning Resources