Where Care Meets Craft™
Our commitment goes beyond wealth management—we help our clients create something greater: a lasting legacy. Through strategic planning and innovative tools, we guide individuals, families, and organizations in maximizing their philanthropic impact, showing them how giving can be both meaningful and financially beneficial.
Whether you’re planning for retirement, growing your wealth, or exploring ways to give back, we’re here to help you make informed decisions with confidence and purpose.
Let’s build a brighter future together.
An Approach Built on Care
We take time to build relationships with all family members and engage in direct conversations to get at what really matters. Like family, we are here for our clients to provide support, advice, and a peace of mind.
As your personal CFO, we meet and coordinate with your CPA®, estate planner, attorney and other professional advisors.
Since planning is an ongoing process, we put tailored strategies in place and continue to monitor progress, so you are prepared for each key milestone of your personal and professional life.
As your life evolves, we understand plans may change. It is our role to act as the captain on your financial journey and guide you to make the best financial decisions that relate to your planning needs.
At Beauport Financial, we encourage families and business owners to be actively engaged and committed to local communities and charitable organizations. We help you preserve your financial independence, make wise financial decisions, give generously and leave a lasting legacy.
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We take time to build relationships with all family members and engage in direct conversations to get at what really matters. Like family, we are here for our clients to provide support, advice, and a peace of mind.
As your personal CFO, we meet and coordinate with your CPA®, estate planner, attorney and other professional advisors.
Since planning is an ongoing process, we put tailored strategies in place and continue to monitor progress, so you are prepared for each key milestone of your personal and professional life.
At Beauport Financial, we encourage families and business owners to be actively engaged and committed to local communities and charitable organizations. We help you preserve your financial independence, make wise financial decisions, give generously and leave a lasting legacy.
As your life evolves, we understand plans may change. It is our role to act as the captain on your financial journey and guide you to make the best financial decisions that relate to your planning needs.
What Our Clients Say
Beauport is set apart from other advisors by their commitment to clients, the community, and philanthropic organizations. They gave us all the guidance needed to incorporate philanthropy into our plans.
Glen MacLeod
At Beauport I always get the answers I need from a person who knows me, my history and my resources. I want my daughter to maintain this relationship with BFS so they will continue to monitor, advise and be there for our family.
Michele Holovak Harrison
“As a former CEO, I appreciate Beauport’s deep experience and access to the best industry minds. They feel like a great combination of ‘the local expert’ but with a ‘global’ mindset.”
Beth Francis, Former Executive Director of ECCF
Our Bold Initiative
Beauport Financial is helping raise $100 million in charitable capital for organizations across Cape Ann and the North Shore.
