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 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.
Tax Reform 2017 has now completed 2 of the necessary 6 steps as legislation has passed both the House and the Senate, the latter being an early morning (2am ET) 51-49 vote last Saturday 12/02/17. Step # 3 is a "conference committee" typically comprised of senior members from both parties from the House Ways and Means Committee and the Senate Finance Committee that will draft "compromise" legislation that combines the House version of tax reform with the Senate's edition. Once step # 3 is completed, the revised bill goes back to the House (step # 4) and to the Senate (step # 5) for final passage. If and only if all the above occurs, then President Trump would sign the final package (step # 6) and the bill becomes law…