Beaumont Financial Partners

Overview

Beaumont Financial Partners (and its predecessor firms) is a fee-based registered investment advisory firm specializing in wealth management for high net worth individuals. The firm has delivered a comprehensive range of wealth management services to affluent individuals and families, small businesses, and nonprofits for over 30 years.

Their business philosophy centers around forming partnerships, treating clients as partners rather than customers—resulting in many intergenerational client relationships. While primarily serving the greater Boston area, the firm also manages relationships with clients and families worldwide, blending investment management, tax, financial planning, and coordination expertise to offer tailored wealth management counsel.

Basic Information

Contact Details

• Phone: +1 781-400-2800
• Website: bfpartners.com
• LinkedIn: linkedin.com/company/beaumont-financial-partners

Key Focus Areas & Initiatives

• financial analysis
• multi-generational wealth
• investment advisory
• portfolio monitoring
• portfolio management
• investment management
• client education
• financial services
• etfs
• tax planning
• estate and trust planning
• alternative investments
• personalized investment strategy
• financial planning
• portfolio construction
• cfa charterholders
• estate structuring
• nonprofit consulting
• client-centered approach
• mutual funds
• asset allocation
• risk management
• wealth transfer
• wealth preservation
• charitable gift consulting
• services
• estate planning
• macroeconomic analysis
• wealth management
• client goals
• other financial investment activities
• comprehensive financial review
• cfp professionals
• family legacy planning
• stock options exercise strategy
• family office
• wealth planning
• custodial platforms
• stock options strategy
• generational wealth
• retirement planning
• tax advisory
• legal services
• nonprofit wealth management
• risk assessment
• finance
• legal
• non-profit
• law practice
• nonprofit organization management

Technologies Used

• AI
• Apache
• Barracuda Networks
• Cloudflare DNS
• Constant Contact
• Google Tag Manager
• Mobile Friendly
• Outlook
• Remote
• Salesforce
• Slack
• Typekit
• WordPress.org