Beaumont Financial Partners
Robert DePascale, JD, MSF is a Relationship Manager at Beaumont Financial Partners, LLC since July 2010. Prior to that, Robert held various positions at Fidelity Investments from April 1999 to July 2010. Robert obtained a Doctor of Law (JD) from Suffolk University Law School in 2007, and a Master of Science (MS) in Finance and Financial Management Services from Suffolk University - Sawyer Business School in 2007. Robert also holds a Bachelor of Arts (BA) in Economics from Tufts University, graduating in 2002.
Beaumont Financial Partners
Beaumont Financial Partners (and its predecessor firms) is a fee-based registered investment advisory firm specializing in wealth management for high net worth individuals. We have been delivering a range of wealth management services to affluent individuals and families, small businesses, and nonprofits for over 30 years. The word “partnership” in our name reflects our business philosophy: we treat the people with whom we do business as partners, not simply as clients or customers. This may be why many clients are intergenerational and our work relationships go back decades. While the majority of our business is within greater Boston, we have relationships with people and families all over the world. At Beaumont Financial Partners, we are organized for and strive to build and sustain long-term, multigenerational relationships. We accomplish that by blending our investment management, tax, financial planning and coordination expertise — skills and disciplines that benefit our clients on an ongoing basis. We believe that individuals and families strongly desire, but rarely can identify, a single advisor who can provide objective, sophisticated, tailored, and ongoing wealth management counsel. Beaumont Financial Partners’ mission is to be that advisor.