As the Founder and Private Wealth Advisor at Beacon Hill Private Wealth, Tom Geoghegan is dedicated to transforming the wealth management landscape by prioritizing personalized, evidence-based investment strategies over the traditional Wall Street approach. With a strong focus on comprehensive financial planning, Tom specializes in...
As the Founder and Private Wealth Advisor at Beacon Hill Private Wealth, Tom Geoghegan is dedicated to transforming the wealth management landscape by prioritizing personalized, evidence-based investment strategies over the traditional Wall Street approach. With a strong focus on comprehensive financial planning, Tom specializes in guiding individuals and families through the complexities of wealth accumulation and preservation, ensuring they achieve their financial goals with confidence. His expertise extends to critical areas such as retirement income planning, where he crafts tailored strategies to secure a sustainable income stream for clients in their golden years.
Tom's proficiency in stock options and equity compensation is particularly valuable for corporate executives navigating liquidity events. He employs strategic financial planning techniques to optimize their compensation packages, including Incentive Stock Options (ISOs), Non-Qualified Options (NQOs), and Restricted Stock Units (RSUs). This nuanced understanding of employee stock benefits allows him to provide insightful tax strategies and planning that maximize wealth retention and minimize tax liabilities.
At Beacon Hill Private Wealth, Tom leads key projects that emphasize alternative investments and innovative investment management solutions, helping clients diversify their portfolios and mitigate risks. His commitment to high-touch wealth management ensures that every client receives personalized attention and a customized approach to their financial journey. By leveraging his extensive knowledge and experience, Tom Geoghegan is not just a financial advisor; he is a trusted partner dedicated to empowering clients to navigate their financial futures with clarity and purpose.
