Beaumont Financial Partners, LLC (BFP) is an employee owned investment manager with approximately $952 million in assets under management. The firm also provides estate and financial planning, income tax preparation, consolidated investment statements and reviews, gift and estate tax counsel, trustee services, and qualified plan consulting. It primarily provides its services to affluent families and individuals, typically high net worth individuals. The firm also manages accounts for institutions, non-profit entities, pension and profit sharing plans, trusts, estates, charitable organizations, and corporations. It manages separate client-focused equity, fixed income, and balanced portfolios. The firm invests in the public equity and fixed income markets across the globe. It also invests in mutual funds for its clients. The firm typically invests in growth stocks of small-cap, mid-cap, and large-cap companies. For its fixed income investments, it invests in savings accounts, certificates of deposit, fixed annuities, bonds, preferred stock, warrants, corporate debt securities, commercial paper, municipal securities, investment company securities, U.S. government securities, options, and income partnerships. The firm conducts a combination of fundamental, technical, and economic analysis with a top down stock picking approach to select the sectors to make investments. It employs a combination of conservative and aggressive strategies to make investments. The firm obtains external research to complement its in-house research. It also employs external managers to manage its client’s portfolios. The firm was formerly known as Beaumont Trust Associates. Beaumont Financial Partners was founded in 1981 and is based in Wellesley Hills, Massachusetts.