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Beaumont Financial Partners was organized in 1999. Its predecessor firm, Beaumont Trust Associates, was founded in 1981. Our name mirrors the fundamental tenet of our business philosophy: we treat the people who do business with us as partners, not simply as customers or clients. We deliver a comprehensive range of wealth management and family office services to affluent families and individuals and selected institutions. Our core investment management business is complemented by mature tax preparation and financial planning practices.
Our experience is that individuals and families strongly desire, but rarely can identify, a single advisor who can provide objective, sophisticated, tailored and ongoing wealth management counsel. Beaumont Financial Partners’ mission is to be that advisor.
We believe that the wealth management life cycle is divided into three stages: accumulation, preservation and distribution. These phases are both discrete and entwined. This necessitates carefully crafted, fully integrated and tax efficient plans that bind the stages together. Once retained, we help to establish the architecture for and oversee the implementation, maintenance and updating of clients’ financial plans.
We appreciate that everything starts with and must be centered on our clients. We operate much like a general practitioner in medicine. We perform the diagnostic work, prescribe a comprehensive “treatment” plan and coordinate its implementation. For those portions of the “prescription” beyond our licenses and expertise, we are pleased to work collegially with a client’s current advisors or, if requested, we will introduce one or more specialists in whom we have confidence. Finally, we follow through to make sure that accepted recommendations are acted upon because, in the end, only full execution transforms recommendations into realities.
Our firm is registered with the Securities and Exchange Commission, the Commonwealth of Massachusetts and multiple other states. We manage individual portfolios constructed around “themes” ranging from income oriented, conservative approaches to fully invested more aggressive strategies. We utilize multiple custodians including Fidelity Investments, Morgan Stanley, TIAA-CREF and Nationwide. Our proprietary reporting system is based upon daily downloads from our custodians and our statements are capable of reflecting all of a client’s holdings and results—something our clients find particularly useful. In addition to our in-house resources, Beaumont maintains strong ties with institutional asset managers, alternative investment sources and venture capital providers. The combination of our internal capabilities and external access enables us to design and manage highly personalized solutions to help our clients attain their objectives.
In addition to our practice devoted to individuals, families and small businesses, we deliver investment management and services to selected nonprofit entities. These include screening, evaluation, selection assistance and oversight of external managers (when appropriate, these services are also available to families and individuals as well).
At Beaumont Financial Partners, we are organized for and strive to build and sustain long-term, multi-generational relationships. We accomplish that by blending our investment management, tax, financial planning and coordination expertise—skills and disciplines that benefit our clients on an ongoing basis.
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