BEAUPORT FINANCIAL SERVICES, LLC., A WEALTH ADVISORY AND RISK MANAGEMENT FIRM CELEBRATES THEIR 30TH ANNIVERSARY, GUIDED BY THEIR CORE PRINCIPAL “WHERE CARE MEETS CRAFT”
Beauport Financial Services, LLC., an independent, locally owned, client-centered advisory firm based Gloucester, with a proprietary, custom, partnering approach to client services, and an innovative community service program involving their clients, announces a milestone event, their 30th Anniversary, founded in 1985 by managing partner David McKechnie, CLU®.
“In celebrating Beauport’s 30th Anniversary, there’s a measure of pride in having a hand in David’s entry in financial services, the firm’s beginning, subsequently watching the practice grow and evolve into a respected, leadership focused, caring and creative entity…emphasizing staff’s continuing education, while recognizing the firm’s responsibility in community service,” explained Richard D. Wilson, mentor, community activist
In achieving this singular benchmark, prudently growing their client base and creating distinctive ways to provide community service, managing partners David McKechnie, CLU® and Derek Reed, CFP®, CLU® and the Beauport team are guided by their core principal, “where care meets craft”. The “care” component embodies a dual purpose. New clients are introduced to the Beauport Unique Experience, a client-centered process where the care-component is a true collaborative relationship with each client. Together, through detailed processes, each client’s unique vision is identified, goals are set and custom recommendations are crafted to assist with each client’s aspirations for a secure financial future and with it peace of mind. To ensure wealth goals and retirement planning take shape as planned, in-person client reviews during the year measure progress further supported by the firm’s extensive network of national and regional specialists, combining to provide a level of quality personal service, expertise and integrity clients have relied on for three decades.
“It is wonderful to see the growth of this firm and perhaps, more importantly, the impact the people in this firm have on their clients, their community, their peers at ValMark and wonderful causes around the world. My best wishes to Dave and Derek on the 30th Anniversary of Beauport Financial Services.“ observed Larry J. Rybka, President & CEO, ValMark Securities.
Active commitments and leadership roles with civic and charitable organizations have long been staples for McKechnie and Reed. In 2006 fueled by the firm’s success and a desire to expand their community support through an originated initiative, the managing partners developed a program to uniquely apply their care principal. Beginning as “The Uncommon Citizen Award” to recognize North Shore individuals of rare character who provide noteworthy community service while avoiding the spotlight, the program advanced in scale, becoming the “Richard D. Wilson Community Response Fund”, named for their friend and mentor. A plan was crafted to engage their clients in the service of individuals and families with the greatest needs through North Shore charities – www.beauportfinancial.com/community-response-gift-fund/
Clients identify non-profit, tax-exempt charities in their communities that meet the Fund’s eligibility criteria and offer services clients determine meet significant needs. With this due diligence, clients nominate charitable candidates and together fulfill and submit a grant proposal that accepts requests up to $5000. Proposals are reviewed for compliance by Beauport and sent to the Essex County Community Foundation to verify the standing of the charity. All Beauport employees share in making final selections.
Each year at the firm’s holiday open house in December, the centerpiece event is awarding grants to charities, and the occasion to recognize the effort of each participating Beauport client. To make all this possible, Beauport sets aside 10% of its profits to fund the grants.
“The Richard D. Wilson grant program is a great opportunity for non-profit organizations of any size, to request funds for new or ongoing projects. As a grant recipient, I feel it is an effective way to tell the story of non-profits through their good works,” explained Jane P. McNally, Director of Development, Beverly School for the Deaf. “Our school in Beverly serves deaf and physically challenged children throughout the North Shore and beyond, working within budgetary constraints. Being a grant recipient, we were able to purchase special equipment aiding our students learning to walk, providing assistance in their daily tasks, changing the lives of these most deserving students.”
“On this occasion we are privileged to express our deep gratitude to the people, organizations, and our revered team that continue to influence our thinking in shaping the principals that guide our firm’s work and success in serving our clients, partnering to assist in reaching their aspirations. Equally gratifying is the opportunity and responsibility to share accomplishments, empowering our clients to work with stellar charities in serving our communities’ most pressing needs,” announced David McKechnie, CLU® and Derek Reed, CFP®, CLU®, Beauport Financial Services, managing partners. “Going forward, we continue to refine our business model, adhering to our guiding principal ‘where care meets craft’, informing all we do for our valued clients and communities.”
Founded in 1985 by managing partners David S. McKechnie, CLU, and subsequently joined by managing partner Derek J. Reed, CFP®, CU, Beauport Financial Services, LLC provides comprehensive personal and business wealth management services employing an advisory approach to solving the needs, and accomplishing the goals of individuals, businesses, and organizations. The depth of experience and expertise of the Beauport team is further enhanced by its affiliation with Valmark Securities, providing comprehensive third party money management services. Based in Gloucester, Massachusetts, Beauport Financials’ client base encompass Boston’s North Shore, Greater Boston and New York.
first row: Kevin Bilenchi, Ashley Murray, Serena Low, Phyllis Parady, Scott Forsythe
second row: Dave McKechnie (managing partner), Jon Park, Derek Reed (managing partner)
Good Morning Gloucester 