I help high-net-worth families, executives, and business owners bring clarity to complex financial lives – integrating investments, retirement planning, equity compensation, and multigenerational strategy so they can focus on what matters most. As founder of Beacon Hill Private Wealth, I lead an ...more

I help high-net-worth families, executives, and business owners bring clarity to complex financial lives – integrating investments, retirement planning, equity compensation, and multigenerational strategy so they can focus on what matters most. As founder of Beacon Hill Private Wealth, I lead an independent, fee-only fiduciary advisory firm built on thoughtful planning, tax-aware decision-making, and evidence-based investment principles. My work emphasizes discipline, transparency, and long-term alignment, rather than product-driven recommendations or short-term noise. Clients typically come to me when their financial life has grown more complex and they want a coordinated strategy instead of one-size-fits-all advice. This often includes navigating: • equity compensation (RSUs, ISOs, NQSOs) • retirement income and transition planning • tax-efficient portfolio structuring • education funding and 529 strategies • multigenerational and estate coordination I bring institutional-level rigor to a high-touch, relationship-driven advisory process designed to adapt as life and markets change. If you’re evaluating your next steps or simply want a clearer framework for decision-making, an introductory conversation may be helpful.less