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Markets Can Be Irrational... you don't have to be.

The family that invests together does best together. Your Beese Fulmer family wealth advisors started the firm over 34 years ago, concentrating solely on only a few of the area's truly wealthy families. That's when we decided that rational investment planning and holistic control made the most sense.

A family is an investment unit

Its an investment unit with unique needs. While privacy is of the utmost importance to us, we urge family members to work together to overcome the more complicated wealth dilemmas.

  • Closely-held stock can concentrate a family’s wealth around one company.
  • Family foundations can be a tax-efficient vehicle.
  • End-of-life care should be addressed before it’s too late.
  • Making annual gifts to children and grand children.
  • Working with your attorney and accountant to design trusts and other efficient methods to pass wealth to future generations.

Building overall family wealth leads to greater flexibility and security for future generations. Let Beese Fulmer help you and your family build on the wealth you worked so hard to acquire.

 

Get complete family wealth management...

 

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. 

 
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  • 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.

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