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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

January 3, 2017

The S&P 500 gained +12.0% last year (total return), including +5.0% since the surprising November 8th election.  In spite of legions of stock market doubters, the index (which represents 77% of the total US market capitalization) has now produced a positive return for 8 years in a row, 13 of the last 14 years, and 40 of the last 50 years.  Its 50-year average annual return is +10.2%, buoyed by an ongoing stock bull market that will reach 8-years in length in just 2 months (source: BTN Research). The 115th session of Congress begins today, with Republicans in control of the Senate (52-48) and the House (241-194).  When Donald Trump takes office in 2 ½ weeks, he will become the first Republican to enjoy that level of Congressional support at…

Read More
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

January 3, 2017

The S&P 500 gained +12.0% last year (total return), including +5.0% since the surprising November 8th election.  In spite of legions of stock market doubters, the index (which represents 77% of the total US market capitalization) has now produced a positive return for 8 years in a row, 13 of the last 14 years, and 40 of the last 50 years.  Its 50-year average annual return is +10.2%, buoyed by an ongoing stock bull market that will reach 8-years in length in just 2 months (source: BTN Research). The 115th session of Congress begins today, with Republicans in control of the Senate (52-48) and the House (241-194).  When Donald Trump takes office in 2 ½ weeks, he will become the first Republican to enjoy that level of Congressional support at the beginning of his first term in office since Dwight Eisenhower in 1953.  Our incoming president, author of the 1987…

Read More

December 19, 2016

When the Fed raised interest rates a year ago (12/16/15) for the first time in 9 ½ years, post-meeting notes indicated the nation's central bank was anticipating 4 additional rate hikes during 2016.  That prediction proved to be more aggressive than what our economy was ready for as the Fed bumped rates just one time this year, a 0.25 percentage point hike at its final meeting of 2016 that was held last week.  Going forward, the Fed forecasts 3 more hikes in each of 2017, 2018 and 2019, moves that would push the closely watched Fed Funds rate to 2.9% by the end of 2019.  Future rate hikes will be dependent on the US maintaining "full employment" (a 4.5% unemployment rate) and a national inflation rate climbing back to the Fed's 2% target (source: Federal Reserve). Instead of its 13th government shutdown since 1980, some late night arm twisting in…

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December 14, 2016

Another week, another set of record closes for the S&P 500.  The most widely followed stock index in the investment world reached new highs on the final 3 trading days of the week, finishing up +12.9% YTD (total return).  The S&P 500 has now set 17 record closes this year, 125 in total during this 7 ¾ year bull market run.  But as stocks have been climbing, so have interest rates.  The yield on the 10-year Treasury note closed the week at 2.47%, up from 1.83% just 5 weeks ago and up more than 1 percentage point since falling to an all-time low of 1.36% in early July 2016 (source: BTN Research). If the 97% probability (per last week's futures market) that the Fed will raise short-term rates after its 2-day meeting this upcoming week follows the track of the other "locks" in 2016 (i.e., Brexit failing, Senator Clinton winning),…

Read More
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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