Tomas Geoghegan (CFP®, CIMA®, CPWA®, MBA, Retirement Management Advisor®)

Tomas Geoghegan focuses in the
following client markets or areas of practice:

  • Corporate Executives
  • Estate & Generational Planning Issues
  • Generation X
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice

Planning Specialties

  • Comprehensive financial planning
  • Tax-efficient investment management
  • Retirement planning and analysis
  • Social Security planning
  • Insurance and risk management
  • Long-term care planning
  • Estate and legacy planning
  • Charitable giving strategies
  • Collaborating with a team of specialists to solve complex problems
  • Behavioral coaching

View our blog for evidence-based planning and other topics.

Read why Experience is Everything.

Additional Information

Tom 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.

Our DESIGN | BUILD | PROTECT approach helps you address your biggest concerns: making intelligent decisions with your money, mitigating income and estate taxes, protecting your income, shielding your assets from unjust takings, and taking care of your heirs while defining your legacy. Our dynamic goals-based planning process is designed to adapt to changes in life circumstances and is grounded in an evidence-based investment management approach — all delivered under an independent, fiduciary model that places our clients’ best interests first.

Tom is a CERTIFIED FINANCIAL PLANNER™ practitioner and a Certified Private Wealth Advisor® professional, with a Master of Business Administration from the Stern School of Business at New York University and holds a Bachelor of Science in Chemical Engineering.

When he is not serving clients, Tom enjoys spending quality time with his wife, son and daughter, who can usually be found at an ice hockey rink or lacrosse field. He enjoys cross-fit and trail running, and is active in his children’s schools and sports organizations, as well as the local Summit community.  Tom also serves on the Industry Advisory Board at the New Jersey Institute of Technology and the Summit Police Athletic League.

NAPFA Start Date

September 14, 2017

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This Office

350 Springfield Ave Ste 200 Summit, NJ 07901-4610 Phone: (908) 608-8444