Our philosophy and commitment

 

The cut of our jib

Sound, timely services

Our Philosophy

Comprehensive. The hallmark of our advisory practice is our holistic approach that encompasses sound portfolio management with long-term financial planning. Keeping our eye on the big picture, we coordinate investment management, tax minimization, insurance and other risk management, professional incorporation, will and estate planning, and philanthropic needs for our clients. We work closely with the Richardson Wealth Tax and Estate Planning Team, an expert group of estate lawyers, accountants and financial analysts, to provide sophisticated and complete guidance in all aspects of our clients’ financial lives.

Intergenerational. Many of our clients have complex, blended families and their legacy planning needs require the utmost in sensitivity, knowledge and stewardship. We are proud that all our business has come to us through referrals from satisfied investors, and we are usually entrusted to advise three generations of a family at once. People often consult us when they start to want to seriously improve their prospects for retirement, or are thinking of selling their business, or even when they are thinking of making a decision related to their professional future.

Trusted. We have won our clients’ trust by providing wise, sound, objective advice in a timely manner and "taking the bullets out of the gun” – that is, protecting clients from acting on undisciplined notions and emotions. We advise them and distinguish ourselves by how deeply and sincerely we care about their financial success and exceed their expectations.

Our Commitment

The Marc Beauchamp Wealth Management Team is committed to help you preserve and grow the wealth you have accumulated while ensuring the future generations the benefit of professional management.  This wealth is rarely achieved without a good plan in place.  With our expertise, knowledge and resources at our disposal, we can assist you to reach your goals.  We envision your future with optimism and are confident in our ability to help you achieve financial success.