Our dedicated focus is a custom, caring partnership that’s unique for each client. It’s a client-centered relationship built for success, providing purpose, clarity and peace of mind in an established planning process designed to assist clients in attaining their goals.
We craft custom financial solutions to assist each client’s unique aspirations
To begin, we are an independent, locally owned, fee-based only advisory, wealth management firm combining the responsiveness of an agile boutique firm with the depth of experience, expertise and research capabilities associated with large financial corporations.
To ensure wealth goals, retirement planning and solutions progress as planned, our face to face bi-annual reviews measure progress supported by our network of national and regional financial specialists, combining to provide a matchless level of personal service, expertise and integrity our clients have relied on spanning three decades.
Active commitments and leadership roles with civic and charitable organizations are Beauport staples. Our success has given us the opportunity and responsibility to share our resources creatively, empowering our clients to help support stellar North Shore charities through our valued Richard D. Wilson Community Response Gift Fund; we invite you to learn more under “Community.”
Completing our core relationships, we are part of a 50-year old national producer group of leading independent firms nationwide as a member of broker-dealer ValMark Securities, Inc. and ValMark Advisers, Inc., a registered investment adviser. ValMark is a preeminent, by invitation only, broker-dealer specializing in providing equity, investment advisory and insurance support services to independent members. We, and our clients, benefit from the buying power and technical expertise of ValMark, enhancing our services, data resources and guidance for our clients.
We serve as your collaborative partner applying our experience, expertise and unparalleled service, helping you to attain life-long goals while securing your financial independence. Always client-centered and results-driven, we are committed to honoring your trust every day.
Former Fed Chairman Alan Greenspan made headlines on 12/05/96 when he delivered his famous "irrational exuberance" speech. Greenspan's comments, directed at what he believed to be unrealistic stock values, proved to be premature as the S&P 500's bull market run (which was 74 months old at the time) continued on for nearly 40 months while gaining an additional +105%. The current edition of the Fed made their own headlines last Wednesday (4/05/17) with the release of minutes from their mid-March 2017 meeting. The group observed that "some measures of (equity) valuations, such as price-to-earnings ratios, have risen above historical norms." The Fed's published comments came just 3 days before the S&P 500's current bull market reached 97 months in length (source: BTN Research). The 2-day summit last week between President…