[Logo: Beauport Financial Services]

Our Services

At Beauport Financial, we know that the proper management of your money requires custom solutions.

Our Team

To address these unique requirements, Beauport offers a multi-disciplinary team of senior financial specialists who, together, provide an enhanced level of money management for clients requiring highly personalized attention.

Our Mission

As your personal Financial Advisors, our role is to provide sound, cost-effective solutions that are integrated with all aspects of your financial affairs. We accomplish this by combining the resources of our extensive network of national and regional specialists, with the high level of personal service, expertise, and integrity for which Beauport Financial is known.

Our Clients

Our clients include affluent individuals, families, entrepreneurs, professionals and corporations. We have a distinguished reputation in the field of securities and, through our disciplines, manage approximately $200 million in client assets.

Beauport Financial has several distinct qualities that have earned the trust of our clients and set us apart as leaders in wealth management and advice.

1. Knowledge And Focus

Working with affluent individuals and corporations is our primary business. Our years of experience providing results for clients have produced carefully developed disciplines for building and preserving wealth, including personal and business strategies for asset management, tax-minimization, and wealth transfer.

2. Client Advocacy

The interests of your family and business are at the center of our philosophy and approach.

3. Planning Focus

Our primary goal is to design the optimum strategy around your needs. Only then do we present alternatives for funding - in a strategic versus product-driven context.

4. Comprehensive Scope

Through our network of global resources, we provide a full spectrum of services that can be expanded and customized to your needs, priorities and unique circumstances.

5. Intergenerationnal Context

Our process addresses not only your short-term goals, but also long-term legacy requirements for your spouse, business, community and future generations.

6. Coordination With Advisors

The complex issues facing clients with investable assets require meticulous and central coordination. Integral to our planning approach is to work closely with your legal and accounting advisors to ensure that your plan is professionally orchestrated and implemented. 1

7. Continuity

Our client relationships span generations, providing the assurance that Beauport Financial will remain an active partner. Together, we make certain that your family and business strategies are kept current, not only with your evolving needs, but also with innovations in the marketplace and changes in government regulation.

8. Unparalleled Service

We believe that our clients should receive a “unique experience” that far surpasses expectations. Our advice and platform of solutions are invariably delivered with the highest level of service.

1 Clients should review any planned financial transactions that may have tax implications with their own tax and legal advisors.

Personal Financial Services

  • Retirement Strategies
  • Brokerage Accounts (Stocks, ETFs, Bonds)
  • Fee-Based Financial Planning
  • Managed Accounts
  • Mutual Funds
  • IRAs
  • Permanent and Term Life Insurance
  • Disability Income Insurance
  • Long Term Care Insurance
  • Education Funding Strategies

Business Financial Services

  • Employee Benefits
  • SIMPLEs and SEPs
  • 401(k) Programs
  • Split Dollar Plans
  • Pension and Profit Sharing Plans
  • Deferred Compensation Plans
  • Buy / Sell Coverage
  • Key Executive Insurance
  • Business Continuation
  • Estate Planning