Clientele

Our intent is to build enduring relationships that help our clients meet their long-term financial goals. The clientele of Beaton Management consists of individuals, families, organizations, estates, trusts, foundations and retirement plan participants. In some instances, we serve as trustees for our clients, usually acting in conjunction with the client's attorney who has established the trust. We also service our clients by acting as a liaison between their accountant, attorney, or other advisors in order to ensure complete coverage of all their financial needs. All client information is held in the strictest of confidence.