Disclosures2019-05-09T16:40:39+00:00

Disclosures

Beaumont Financial Partners, LLC is a fee-based registered investment advisory firm based in Needham, Massachusetts. The firm has been delivering a range of wealth management services to affluent individuals and families, small businesses, and nonprofits since 1981 through Beaumont and its predecessor firm. Beaumont’s predecessor firm is Beaumont Trust Associates and Beaumont was reorganized to Beaumont Financial Partners, LLC in 1999. In 2009, we created Beaumont Capital Management (BCM) as a separate division of Beaumont Financial Partners.

Beaumont Financial Partners, LLC is a Registered Investment Advisor with the Securities and Exchange Commission. In addition, Beaumont notice files with over twenty-five states. Registration or notice filing with a state does not imply a certain level of skill or training.

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.

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.

ADV

Click here to download our most recent ADV Part II (March 2019)