Tom Geoghegan, CFP^®

CIMA^® CPWA^® RMA

Founder and Private Wealth Advisor

Beacon Hill Private Wealth LLC

350 Springfield Avenue, Suite 200
Summit, NJ 07901

FINANCIAL ADVISOR'S WEBSITE

beaconhillprivatewealth.com

(908) 608-8444 CONNECT WITH Tom

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

$1,000,000

My Links

Beacon Hill Private Wealth's Website

Wealth Management

Financial Planning

Investment Planning

Tax Planning

Brochures

Experience Is Everything

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 founded Beacon Hill Private Wealth as an independent, planning-first Registered Investment Adviser (RIA) focused on helping individuals and families navigate complex financial decisions. Beacon Hill’s work integrates financial planning, disciplined investment management, and tax-aware decision-making to help clients bring structure, clarity, and confidence to their long-term financial lives. As a fee-only fiduciary, Tom provides advice without commissions, proprietary products, or sales incentives. Clients who value a thoughtful, evidence-based approach can expect a long-term advisory relationship designed to adapt as circumstances evolve.

Financial Advisor Experience

Tom brings more than 20 years of experience in wealth management, private banking, and investment strategy, with senior roles at large financial institutions including Merrill Lynch, Morgan Stanley, and American Express. That experience provided firsthand insight into how scale, complexity, and compensation structures can work against clients. Beacon Hill Private Wealth was built intentionally as a planning-first, independent alternative – focused on long-term advisory relationships rather than transactions. Today, Tom works directly with clients in a fiduciary, fee-only capacity, helping individuals and families navigate complex decisions involving investments, taxes, retirement income, and long-term wealth planning. Client Focus: — Individuals and families with complex financial decisions — Professionals approaching or in retirement — Clients seeking coordinated planning and investment oversight Approach: — Planning-first wealth management — Evidence-based investment strategy — Tax-aware decision-making — Ongoing advisory relationship

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

CERTIFIED FINANCIAL PLANNER^®
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, Estate Planning, Investment Management, Getting Divorced, Employee Benefits, Life Planning, Retirement, Sudden Wealth, Nontraditional Households, Personal Taxes, Women's Finances