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.
Over the 4 years from 2013-2016, the measurement of American inflation (using the CPI) on a year-over-year basis reached the Federal Reserve's stated target of +2% at the end of just 3 months, i.e., 3 out of 48 months. These results have provided ample fuel for the group of Fed officials who have consistently voted to refrain from additional rate hikes, suggesting that no tightening was needed to fight an inflation battle that doesn't exist. But following the release just last week of +2.2% annual inflation (through 9/30/17), the +2% target threshold has now been achieved at the end of 5 of 9 months YTD in 2017. Fed minutes from their September meeting indicate that the recent results coupled with our nation's 4.2% unemployment rate has other officials concerned that…