About Us   |   Commentary   |   Contact Us   |   Client Portal    330-454-6555

Beese Fulmer believes that better vision comes from looking more carefully.

Look carefully at our experience and our rational investing philosophy and you'll choose us for your private wealth management.

Beese Fulmer Private Wealth Management
220 Market Avenue South, Suite 1150, Canton OH 44702
330.454.6555

Contact the area's leader in rational Private Wealth Management...

Thank you for your interest in Beese Fulmer. Please use the contact form below to send us an e-mail today. One of our wealth management specialists will gladly get back to you to discuss your needs.
 

* Fields are required

The Beese Fulmer Wealth Profile

Our WEALTH PROFILE helps us gather the type of information we've found essential in establishing who you are…where you want to go…and how you want to get there.
  • We start with basic background information about your assets and objectives.
  • Then we define your goals for the portfolio and what we call your Investment Psychology (conservative, moderate, or aggressive? patient or reactive? hold-and-grow or make withdrawals?).
  • We determine your attitudes and behaviors concerning the market, a meaningful guide to your favored portfolio philosophy.
  • The final section characterizes your personality in general terms and relating to finances.
Before proceeding, think about your total wealth; not just your investments, but your real estate, bank accounts, business assets, and insurance. These are all part of your total wealth picture.

While we specialize in the investment piece, we will take other assets into account in order to build a portfolio that best complements these assets.

Click below to schedule
your personalized Wealth Profile. 

 
Read Our Most
Recent Articles
  • Ask the Investor: Is Amazon a company I should invest in?
    Monday, July 3, 2017

    In the dot-com stock market bubble one of my friend’s fathers used to ask me, “What does your father, Denny (Beese Fulmer’s co-founder), think of Lucent Technologies?” In the 1990’s Lucent was a high-flying stock that many retail investors chased, but ultimately were disappointed in when the stock price crashed.

© 2017 Beese Fulmer Private Wealth Management  |  Privacy Policy  |  About Us  |  Commentary  |   Contact Us  |  Terms  |  330-454-6555