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Mission Statement
bsf-our-mission-sm1

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

Mission Statement
bsf-our-mission-sm1

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 assists clients attain their goals.
We craft custom financial solutions to assist each client’s unique aspirations

Our Narrative
our-narrative-md

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.

We are specialists with a dedicated focus to financial planning: retirement income planning, asset management, and comprehensive risk management incorporating insurance design.

We help our clients – individuals, families and business owners – achieve clarity, confidence, and peace of mind by working together to secure their desired financial future.

where care meets craft™
We have designed and continue to refine a proprietary advisory model that is a singular combination of care with craft. We begin by introducing the Beauport Unique Experience, a client-centered process in which the firm’s care component is a collaborative relationship with each client. Together, through detailed processes, each client’s unique vision is identified, goals are set and custom recommendations and solutions are crafted to assist each client to achieve a secure financial future, with accompanying peace of mind.

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.

bsf-wealth-goals-sm

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.

Community

 The wonderful quality of the human spirit is knowing we are capable of great things

2015_RDWilson_recipients-1024x574-1024x574

We welcome the opportunity to creatively apply our care principal to charitable groups and community programs uniquely through our clients’ efforts, serving North Shore individuals & families with the greatest needs.  Each year we give 10% of our firm’s profits to fund these essential programs.

Market Review

November 7, 2016

Election Day 2016 is tomorrow (11/08/16).  American voters will select a new president, 34 senators, 435 House of Representative members and 12 governors.  The winner in the presidential election will make history.  Hillary Clinton will become the first woman president in the 240-year history of the United States or Donald Trump will become the first Washington outsider with no political or military background to be elected as Commander-in-Chief.  The winner will be the candidate that succeeds in "getting out the vote."  In the November 2012 presidential election, just 57.5% of eligible voters cast a vote, equal to 126 million voters.  The 42.5% of eligible voters that did not cast a vote for president in 2012 represented 93 million non-voters, the key to winning the 2016 election (source: Bipartisan Policy Commission).…

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News & Events

 Each year at the firm’s holiday open house in December, the centerpiece event is awarding grants to charities, and the occasion to recognize the effort of each participating Beauport client. To make all this possible, Beauport sets aside 10% of its profits to fund the grants.

Sourcing

Through relationships with our network of national and regional specialists, we offer timely, fresh and independent perspectives to enhance your knowledge of topics influencing your financial affairs. – “The Two Sides of the Same Coin: Optimizing Risk & Return” Michael McClary, CFO at TOPS® /ValMark Advisors, Inc.

Our Narrative
our-narrative-md

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.

We are specialists with a dedicated focus to financial planning: retirement income planning, asset management, and comprehensive risk management incorporating insurance design.

We help our clients – individuals, families and business owners – achieve clarity, confidence, and peace of mind by working together to secure their desired financial future.

where care meets craft™
We have designed and continue to refine a proprietary advisory model that is a singular combination of care with craft. We begin by introducing the Beauport Unique Experience, a client-centered process in which the firm’s care component is a collaborative relationship with each client. Together, through detailed processes, each client’s unique vision is identified, goals are set and custom recommendations and solutions are crafted to assist each client to achieve a secure financial future, with accompanying peace of mind.

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.

bsf-wealth-goals-sm

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.

Community

 The wonderful quality of the human spirit is knowing we are capable of great things

2015_RDWilson_recipients-1024x574-1024x574

We welcome the opportunity to creatively apply our care principal to charitable groups and community programs uniquely through our clients’ efforts, serving North Shore individuals & families with the greatest needs.  Each year we give 10% of our firm’s profits to fund these essential programs.

Market Review

November 28, 2016

We are experiencing a "Trump Rally" on Wall Street.  The S&P 500 is up +3.6% (total return) in the 2 ½ weeks since the 11/08/16 political upset, but even more impressive was the 4 new all-time closing highs set last week (in a Thanksgiving shortened 4-day trading week) by an index that has been in existence since 1957.  The S&P 500 is now up +10.5% YTD through the close of trading on Black Friday (11/25/16), pushing the index above its average performance of +9.7% per year over the last 50 years with still 5 weeks of trading remaining this year (source: BTN Research). If there is still doubt that the Federal Reserve is ready to raise short-term rates at its final scheduled meeting of 2016 (set for December 13-14), the enthusiastic reaction of equity investors to the results of the recent American presidential election has heightened expectations that the Janet…

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November 7, 2016

Election Day 2016 is tomorrow (11/08/16).  American voters will select a new president, 34 senators, 435 House of Representative members and 12 governors.  The winner in the presidential election will make history.  Hillary Clinton will become the first woman president in the 240-year history of the United States or Donald Trump will become the first Washington outsider with no political or military background to be elected as Commander-in-Chief.  The winner will be the candidate that succeeds in "getting out the vote."  In the November 2012 presidential election, just 57.5% of eligible voters cast a vote, equal to 126 million voters.  The 42.5% of eligible voters that did not cast a vote for president in 2012 represented 93 million non-voters, the key to winning the 2016 election (source: Bipartisan Policy Commission). Before the Fed's 2-day meeting last week (that ended in "no change" to short-term rates), the bond market was priced…

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October 17, 2016

The 246,000 Americans that filed for first-time unemployment benefits for the week ending 10/08/16 were the fewest to do so in any week since 11/24/73 or 43 years ago.  During the 2009 global real estate crisis, first-time weekly unemployment claims reached as high as 665,000 in late March 2009 and then did not drop below 500,000 new claims in any one week until Thanksgiving later that year.  Traditionally, lower first-time claims occur in concert with a stable national unemployment rate (source: Department of Labor). The final fiscal year 2016 numbers for our country's finances were released late in the day (4pm ET) last Friday afternoon (10/14/16).  For the 12 month period that just ended 9/30/16, the USA had a $587 billion budget deficit, the difference between $3.3 trillion of tax receipts and $3.9 trillion of outlays.  Also during fiscal year 2016, the United States increased its national debt by $1.423…

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News & Events

 Each year at the firm’s holiday open house in December, the centerpiece event is awarding grants to charities, and the occasion to recognize the effort of each participating Beauport client. To make all this possible, Beauport sets aside 10% of its profits to fund the grants.

Sourcing

Through relationships with our network of national and regional specialists, we offer timely, fresh and independent perspectives to enhance your knowledge of topics influencing your financial affairs. – “The Two Sides of the Same Coin: Optimizing Risk & Return” Michael McClary, CFO at TOPS® /ValMark Advisors, Inc.

Achieving Retirement Clarity™

Focused planning and proper preparation are needed now more than ever when it comes to building a retirement plan. Unfortunately, for many the task is simply too overwhelming and complex. What is missing is a clear process for how to do it. This has led us to create a comprehensive approach for “Achieving Retirement Clarity” called The ARC Process™. The process involves performing a detailed cash flow analysis which is then used to create a custom plan for achieving your retirement goals. The process then incorporates into our plan the necessary risk management tools designed to protect us from unexpected events in life that might obstruct our path and hinder us from successfully reaching retirement’s peak.

Focused planning and proper preparation are needed now more than ever when it comes to building a retirement plan. Unfortunately, for many the task is simply too overwhelming and complex. What is missing is a clear process for how to do it. This has led us to create a comprehensive approach for “Achieving Retirement Clarity” called The ARC Process™. The process involves performing a detailed cash flow analysis which is then used to create a custom plan for achieving your retirement goals. The process then incorporates into our plan the necessary risk management tools designed to protect us from unexpected events in life that might obstruct our path and hinder us from successfully reaching retirement’s peak.

Focused planning and proper preparation are needed now more than ever when it comes to building a retirement plan. Unfortunately, for many the task is simply too overwhelming and complex. What is missing is a clear process for how to do it. This has led us to create a comprehensive approach for “Achieving Retirement Clarity” called The ARC Process™. The process involves performing a detailed cash flow analysis which is then used to create a custom plan for achieving your retirement goals. The process then incorporates into our plan the necessary risk management tools designed to protect us from unexpected events in life that might obstruct our path and hinder us from successfully reaching retirement’s peak.

Retirement Income Survival Kit™

R.I.S.K -/risk/… a situation involving an exposure to danger, harm, or loss.

However, our time-tested R.I.S.K. program has a different meaning, a Retirement Income Survival Kit. Our process answers questions about your comfort level in retirement …saved enough money? …concerns about outliving your assets…by providing optimal ideas and strategies to achieve your goals.  Learn how we help our clients simplify personalized retirement planning and manage their risks.

R.I.S.K -/risk/… a situation involving an exposure to danger, harm, or loss.

However, our time-tested R.I.S.K. program has a different meaning, a Retirement Income Survival Kit. Our process answers questions about your comfort level in retirement …saved enough money? …concerns about outliving your assets…by providing optimal ideas and strategies to achieve your goals.  Learn how we help our clients simplify personalized retirement planning and manage their risks.

R.I.S.K -/risk/… a situation involving an exposure to danger, harm, or loss.

However, our time-tested R.I.S.K. program has a different meaning, a Retirement Income Survival Kit. Our process answers questions about your comfort level in retirement …saved enough money? …concerns about outliving your assets…by providing optimal ideas and strategies to achieve your goals.  Learn how we help our clients simplify personalized retirement planning and manage their risks.

Life Assurance 360™
LA360

Life Assurance 360™ is a goals-based process for designing, implementing, and managing life insurance. The process educates individuals about the trade-offs of life insurance throughout the case design process, provides private underwriting services, and creates a plan for ongoing management.

CONTACT US

WHERE TO FIND US

3 Heritage Way, Ste. 2
Gloucester, MA 01930

(978) 283-0748
(978) 283-5576
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