Business Details
Trusted Financial Advisers in Gloucester, MA
At Beauport Financial, we prioritize the success and well-being of our clients and community. Our approach combines strategic financial planning with innovative tools to help individuals, families, and organizations create lasting legacies. We specialize in retirement planning, wealth management, and philanthropic guidance, ensuring clients make informed decisions with confidence. Our team acts as a personal CFO, collaborating with external advisors to tailor strategies that evolve with life's milestones.We emphasize transparency, ethical conduct, and long-term relationships, positioning ourselves as stewards of our clients' financial futures while fostering community engagement through charitable initiatives.
Services
Financial Planning
Investment Management
Estate Planning
Life Insurance
Retirement Income Planning
Highlights and features
- We offer personalized financial plans tailored to evolving client needs.
- Our team collaborates with external advisors for comprehensive planning.
- We provide ongoing monitoring and adjustments to ensure plan relevance.
- Our fiduciary responsibility ensures decisions prioritize client interests.
- We integrate philanthropy into financial strategies for community impact.
Associations and certifications
- FINRA
- SIPC
What people say
Personalized financial plans
Trusted advisory group
Committed to their clients
Proactive market insights
Seamless advisor coordination
Services
Financial Planning
We create adaptive financial plans tailored to life stages, whether accumulating wealth or managing retirement income. Our ARC and RISK blueprints address goals, risks, and tax efficiency. Clients receive ongoing strategy adjustments to align with evolving personal and professional circumstances.
Investment Management
Our balanced investment approach combines traditional and alternative strategies to match client risk tolerance and goals. We design portfolios that evolve with market changes and life milestones, focusing on tax efficiency, diversification, and long-term growth aligned with individual financial objectives.
Estate Planning
We help clients define legacy goals through values-driven estate plans. Services include tax-efficient gifting strategies, trust creation, and life insurance integration. Our process ensures asset distribution aligns with personal values while minimizing tax burdens for heirs.
Life Insurance
Our Life Assurance 360 process provides comprehensive life insurance management. We offer policy selection, underwriting support, and ongoing reviews to ensure coverage adapts to changing needs. Hybrid policies with long-term care benefits protect assets while supporting legacy goals.
Retirement Planning
We specialize in transitioning savings to reliable retirement income through our RISK process. Services include withdrawal rate optimization, inflation protection, and healthcare cost planning. Strategies ensure financial security while addressing longevity and market risks.
People
David S. McKechnie
Managing Partner
David leads strategic planning initiatives with 25+ years of experience in wealth management. He focuses on creating client-centric financial strategies that adapt to evolving life circumstances and market conditions.
Derek J. Reed
Managing Partner
Derek specializes in retirement income planning and tax-efficient strategies. With CFP and CLU designations, he helps clients navigate complex financial decisions while maintaining fiduciary standards.
Jongdai Park
Director of Financial Planning
Jon oversees financial planning operations, developing personalized blueprints for asset accumulation and distribution. His expertise includes risk management and long-term care integration for high-net-worth clients.
Serena M. Low
Director of Client Care
Serena manages client relationships with a focus on communication and service excellence. She ensures seamless coordination between advisors and clients throughout the planning process.
Kevin M. Bilenchi
Director of Investment Operations
Kevin leads investment strategy implementation and portfolio management. He specializes in asset allocation and performance monitoring to maintain alignment with client objectives.
Questions
What financial planning services do you offer?
We provide retirement planning, investment management, estate planning, and life insurance services tailored to individual goals and life stages.
How do you differ from other financial advisors?
Our fiduciary approach combines personalized blueprints, ongoing plan adjustments, and community-focused strategies that evolve with client needs.
Do you work with out-of-state clients?
While based in Massachusetts, we serve clients nationwide through virtual consultations and digital planning tools.
How are your fees structured?
We use transparent fee structures based on service complexity. Specific pricing details are discussed during initial consultations.
Can you help with charitable giving strategies?
Yes, we specialize in integrating philanthropy into financial plans, optimizing tax benefits while supporting community impact.
How often do you review investment portfolios?
We conduct quarterly reviews and provide annual comprehensive strategy assessments to ensure alignment with evolving goals.
