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

Back to All Articles »

Beese Fulmer introduces the Beese Fulmer Community Impact Policy


By: Beese Fulmer
Wednesday, May 1, 2013

Canton, Ohio, May 1, 2013 – Beese Fulmer is proud to announce the implementation of its new community impact policy.  While Beese Fulmer has always promoted giving back to the local community through volunteerism, there has not been a formal policy until now.  The new policy allows employees to use three work days per year to volunteer at a Stark County based charitable organization.  As an employee meets or exceeds the goal, Beese Fulmer will make a contribution to the Beese Fulmer Charity Fund.

The goal of the charity fund is for a portion of the annual contributions to be donated to charitable organizations within the community.  The remainder of the annual contributions will grow for a period of years and help fund a future community project.  All employees will have a voice in which organizations receive funds.

“We worked hard as a team to craft a community involvement plan that will allow us to best serve the local area.  Beese Fulmer has called Stark County home since its founding 32 years ago.  Stark County has been a wonderful place to call home, and we are striving to make it better by implementing this policy.  Thanks to the support of local community leaders in crafting this policy, we are confident that we can continue to enrich our home,” said Dennis Fulmer, Founder and President of Beese Fulmer Private Wealth Management.

 “I don’t know of another small firm instituting a plan like this.  It is a great idea for the community,” said Mark Samolczyk, President of the Stark Community Foundation.

“Beese Fulmer’s enrichment of our community through the promotion of community service by all of their staff is a perfect example of choosing to make a difference.  Thank you for your 32-year commitment to our community,” said Ken Weber, President and CEO of Goodwill Industries of Greater Cleveland and East Central Ohio, Inc.

About Beese Fulmer:

Beese Fulmer Private Wealth Management is a privately owned and operated investment management firm, which was founded in 1980.  The firm provides personalized, confidential investment management to individuals, pension and profit sharing plans, trusts, estates, charitable organizations, and corporations on a discretionary and non-discretionary basis.  Beese Fulmer is headquartered in Canton, Ohio, with eight employees and more than $300 million in assets under management.


Media Contact:  Ryan Fulmer

Phone:  330-454-6555

Email:  rfulmer@beesefulmer.com

Back to All Articles »

The Beese Fulmer FREE 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 FREE personalized Wealth Profile. 


The Beese Fulmer Wealth Profile

Call today to schedule your FREE personalized Wealth Profile


© 2018 Beese Fulmer Private Wealth Management  |  Privacy Policy  |  About Us  |  Commentary  |   Contact Us  |  Terms  |  330-454-6555