Est. 1985 • Port Washington, NY
Est. 1985 • Port Washington, NY
Comprehensive solutions tailored to the unique needs of individuals and businesses seeking financial security and legal clarity.
Strategic wealth management and investment planning designed to preserve and grow your assets through market cycles.
Comprehensive estate and trust planning to ensure your legacy is protected and transferred according to your wishes.
Expert legal counsel for business formation, contracts, and dispute resolution to safeguard your commercial interests.
Proactive tax planning and compliance services to minimize liabilities and maximize your financial efficiency.
Identifying and mitigating financial and legal risks to protect your wealth from unforeseen circumstances.
Ensuring seamless business and family transitions with careful planning for the next generation.
For over four decades, Beacon Hill Boathouse has stood as a beacon of trust and expertise in Port Washington. Our firm combines the precision of legal counsel with the strategic vision of financial advisory, providing a holistic approach to wealth management.
We understand that every client's journey is unique. That's why we take the time to understand your goals, concerns, and aspirations, crafting personalized solutions that align with your vision for the future.
40+
Years Experience
500+
Clients Served
98%
Client Retention
We begin with a comprehensive assessment of your current situation and future goals.
Our experts conduct thorough research and analysis to identify opportunities and risks.
We develop a customized plan tailored to your unique needs and objectives.
We execute the plan with precision and provide ongoing monitoring and adjustments.
Ready to take the next step toward securing your future? Contact us today to schedule a confidential consultation with one of our advisors.
1299 Port Washington Blvd
Port Washington, NY 11050-3044
Monday - Friday: 9:00 AM - 6:00 PM
Saturday - Sunday: By Appointment
