Beacon Trust

We understand that you have big financial goals. Now, those goals are in reach. Based out of Morristown, New Jersey; Beacon Trust is a full service wealth management firm with approximately $2.5 billion in assets under administration and decades of proven success, solutions and exceptional client service. We focus on helping you attain, preserve and expand your assets through customized wealth management planning - based on your financial risk preference, not ours. Gaining insight into your lifestyle goals, business affairs and legacy intentions requires an approach to proactive communication that involves more than just phone calls and emails. Driven by your goals, our portfolio managers and wealth advisors strive to make every interaction productive, personal and meaningful. As a wholly-owned subsidiary of Provident Bank, Beacon provides a comprehensive suite of financial services designed for flexibility and solid investment performance, including wealth management, trust and estate administration, family office, institutional services and private banking.