Investment

• Investment Management
  Beaumont Asset Management, L.L.C. is a fee-only independent registered investment adviser firm that provides investment portfolio management using a combination of individual equities, fixed income securities, unit investment trusts, exchange traded funds and mutual funds as determined to be appropriate for each client.
• Mutual Funds
• Wealth Management
  Margaret is an Investment Adviser Representative of Beaumont Asset Management, L.L.C. having passed the Series 65 exam. She has completed the Wealth Management Specialist™, the Financial Paraplanner Qualified Professional™, and the Chartered Retirement Plans Specialist ™

Planning

• Financial Planning
• Asset Management
  Beaumont Asset Management, L.L.C. is registered as an investment adviser with the SEC, and transacts business only in states where it is properly notice filed, or is excluded or exempted from such filing requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability.