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.

Investment Management

Beaumont Financial Partners

Edward F. Hurley

Charles M. Garabedian

Rob Schneider

Thomas J. Cahill

Lawrence A. Fiore

Amy K. Emkey

The Tax Team at Beaumont Financial Partners is responsible for providing specialized tax planning and advisory services to high net worth individuals, families, small businesses, and nonprofits. They ensure tax compliance, optimize tax strategies, and coordinate with other teams to offer comprehensive wealth management solutions. This team plays a crucial role in helping clients minimize their tax liabilities while aligning tax strategies with overall financial goals.

Tax Team

Client Relationship and Portfolio Management

Tax Team

About

Team members

Other teams at Beaumont Financial Partners

Client Relationship and Portfolio Management