The word partner in our name reflects our business philosophy: No bureaucracy. No sales quotas. No investment mandates. We work as a team. Together. For and with you.

Beaumont Financial Partners

Name: Focus Financial Partners
Price range: $

250 1st Ave
Suite 101
Needham, MA 02494

Beaumont Financial Partners is a fee-based, registered investment advisory firm specializing in wealth management for high-net-worth individuals. Beaumont has been delivering a range of wealth management services to affluent individuals and families, small businesses, and nonprofits since 1981. A multi-generational wealth advisor, Beaumont utilizes a personalized, tailored investment strategy to help each client achieve their unique long-term financial goals. Beaumont accomplishes this by blending investment management, tax, financial planning, and coordination expertise – skills and disciplines that benefit clients on an ongoing basis. Beaumont believes 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’s mission is to be that advisor.

For more information, visit https://bfpartners.com or call 781-400-2800.

A message from

Tom Cahill

Director of Wealth Management, Relationship Manager

Beaumont has a long history of providing wealth management services and greatly values the role of being a trusted advisor to our clients. By teaming up with Focus, we found a unique partner that is equally committed to this vital responsibility while also providing succession opportunities for our associates. Focus not only fully supports our approach, but they also provide our team with additional resources and value-added solutions that allow us to expand and improve our client offerings. We are excited to learn best practices from Focus' industry leading network of like-minded partner firms as we look to provide our clients with the services and advice necessary to preserve and grow their wealth in the years to come.

Learn more about Beaumont Financial Partners