Expertise you can count on



At the Beacon Wealth Management Group, we strive to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service. You can expect a high level of service and an ongoing dialogue, including regular portfolio reviews and performance analysis.

Michael J. Murphy
Michael J. Murphy

Senior Vice President – Wealth Management
Financial Advisor
Senior Portfolio Manager
781-982-3661


Russell R. Smith
Russell R. Smith

First Vice President – Wealth Management
Senior Portfolio Manager
781-982-3645


Stephen Sypek
Stephen Sypek

Vice President – Wealth Management
Financial Advisor
781-982-3681

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Robert DiNanno
Robert DiNanno

Senior Vice President – Wealth Management
Senior Portfolio Manager
781-982-3662


Lawrence F. DePaulis
Lawrence F. DePaulis, CFA

Senior Vice President – Wealth Management
Senior Portfolio Manager
Chartered Financial Analyst®
781-982-3610


Sally F. Stone
Sally F. Stone, CPM

Associate Director
Certified Portfolio Manager (CPM®)
781-982-3615


Daniel Robert Ambrefe
Daniel Robert Ambrefe, CFA®, CFP®

Senior Wealth Strategy Associate
Chartered Financial Analyst®
CERTIFIED FINANCIAL PLANNER™ (CFP®)
781-982-3670


Rhonda M. Cunneen
Rhonda M. Cunneen

Senior Registered Client Service Associate
781-982-3621


Allison Leanne Griggs
Allison Leanne Griggs

Wealth Strategy Associate
781-982-3646



Beacon Wealth Management Group

Beacon Wealth Management Group

1099 Hingham Street
3rd Floor
Rockland, MA 02370

781-982-3621
781-982-3699 fax


Michael J. Murphy

Senior Vice President – Wealth Management
Financial Advisor
Senior Portfolio Manager
Russell R. Smith

First Vice President – Wealth Management
Senior Portfolio Manager
Stephen Sypek

Vice President – Wealth Management
Financial Advisor
Robert DiNanno

Senior Vice President – Wealth Management
Senior Portfolio Manager
Lawrence F. DePaulis, CFA

Senior Vice President – Wealth Management
Senior Portfolio Manager
Chartered Financial Analyst®
Sally F. Stone, CPM

Associate Director
Certified Portfolio Manager (CPM®)
Daniel Robert Ambrefe, CFA®, CFP®

Senior Wealth Strategy Associate
Chartered Financial Analyst®
CERTIFIED FINANCIAL PLANNER™ (CFP®)
Rhonda M. Cunneen

Senior Registered Client Service Associate
Allison Leanne Griggs

Wealth Strategy Associate
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