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Form CRS

Click here to download our most recent Form CRS

Beaumont Financial Partners, LLC is an fee-based investment advisory firm registered with the Securities and Exchange Commission (SEC). The firm, located in Needham, MA, has been delivering a range of wealth management services to affluent individuals and families, small businesses, and nonprofits since 1981 as Beaumont and formerly as Beaumont Trust Associates. The firm reorganized to Beaumont Financial Partners, LLC in 1999.

This website is provided for informational purposes only and does not in any sense constitute a solicitation or offer for the purchase or sale of securities nor does it constitute investment advice for any person. Investment themes and individual securities mentioned may or may not be held in any or all client accounts. The material and content on this website may contain forward or backward-looking statements regarding intent, beliefs regarding current or past expectations. The views expressed are also subject to change based on market and other conditions.

There are hyperlinks included with the information throughout the website. Most of the links are connected to other parts  of the Beaumont website or Beaumont articles, while some links redirect the user to content on a 3rd party website. We attempt to limit 3rd party links to the official sites of government, municipal, regulatory or similar agencies where the user can find more information on a specific topic, however there are limited instances where a link to a 3rd party site is used for reference or general information. Beaumont is not affiliated with any 3rd party website and is not responsible for their content. Our registration with the SEC does not imply a certain level of skill or training.

The information contained herein should not be construed as financial or investment advice on any subject matter. Some of the information included on this site has been obtained from sources that we believe to be reliable, but its accuracy and completeness are not guaranteed. Beaumont is not affiliated with any third parties listed on the site unless otherwise specified.