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Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

This advisor or firm received a 5 Star quality rating from Paladin’s research department. Paladin analysts use a proprietary algorithm to rate the quality of financial advisor and firm credentials, ethics, business practices, and services.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

I. Snapshot

A. Registry Member
  • Since 2017
B. Years of Experience
  • 15
C. College Degrees
  • Assumption College - Bachelors Degree in Accounting
D. Certifications
  • CFP®, EA
E. Financial Fiduciary
  • Yes
F. Business Philosophy
  • Read Business Philosophy

    My philosophy is centered around the client experience. I focus on having a strong core of financial knowledge and understanding what is happening in the markets. But so much more of my philosophy is focused on what this all means to my clients. I believe there are things that matter to my clients, and there are certain things that we can control. Where those two items intersect is where I spend the majority of my time with my clients. The day to day news cycle has overwhelmed my clients with information. My job is to focus on the items that truly matter to them, and how those things can impact their financial security. I work to help my clients approach their future with anticipation and excitement, rather than apprehension and unease about the financial markets.

G. Asset Requirement
  • $250,000

II. Contact Information

A. Key Contact
  • Adam Wojtkowski
B. Main Location
  • 250 1st Avenue
    Suite 101
    Needham, Massachusetts, 02494
C. Telephone
  • 781.400.2838

III. Internet

A. Visit Website
B. Social Connections

IV. Firm(s)

A. Name of Firm
  • Beaumont Financial Partners
B. Relationship to Firm
  • Employee
C. Name of RIA
  • Beaumont Financial Partners
D. Name of Broker/Dealer
  • None
E. Name(s) of Custodian(s)
  • Fidelity
  • Charles Schwab
  • TD Ameritrade

V. Credentials

A. Years of Financial Experience
  • 15 Years
B. College, Degrees, Years
  • Assumption College - Bachelors Degree in Accounting
D. Financial Industry Associations (Active Memberships)
  • Financial Planning Association

VI. Registration, Licensing,
Compliance

A. RIA/IAR Registration
  • IAR
B. Type of RIA Registration
  • SEC
C. Industry Licenses
  • Securities License(s)
  • Insurance License(s)
D. Registration & License Numbers
  • CRD: 4803455
  • IARD: 4803455
  • Insurance: 1865773
E. State Licences
  • Financial Advice, Services for Fees: All 50 States
  • Investment Products for Commission: Not Applicable
F. Compliance Record (Investment)
  • No Disclosures
G. Compliance Record (Insurance)
  • No Disclosures
H. Criminal Disclosure(s)
  • None
I. Additional Disclosure(s)
  • None
J. View our ADV(s)
  • Available Upon Request
K. Links

VII. Business Data & Practices

A. Business Philosophy
  • Read Business Philosophy

    My philosophy is centered around the client experience. I focus on having a strong core of financial knowledge and understanding what is happening in the markets. But so much more of my philosophy is focused on what this all means to my clients. I believe there are things that matter to my clients, and there are certain things that we can control. Where those two items intersect is where I spend the majority of my time with my clients. The day to day news cycle has overwhelmed my clients with information. My job is to focus on the items that truly matter to them, and how those things can impact their financial security. I work to help my clients approach their future with anticipation and excitement, rather than apprehension and unease about the financial markets.

B. Minimum Asset Requirement
  • $250,000
C. Number of Current Clients
  • 50
D. Assets (Management, Advisement)
  • $40,000,000
E. Methods of Compensation
  • Asset-Based Fee
F. Methods of Communication
  • Face-to-Face Meetings
  • Telephone
  • Email
  • Skype/Voice
  • Skype/Video-Voice
  • Other:
G. Types of Reports (Frequency)
  • Performance (Annually)
  • Brokerage Statement (Monthly)
  • Market Environment (Quarterly)
  • Newsletters (Quarterly)
  • Other: I call clients for ad-hoc market discussions at least quarterly, if not more often. Full performance reviews are available at any time, but typically prepared annually.
H. Second Language(s)
  • None
I. Value Statement
  • Not Available

VIII. Clients & Services

A. Types of Clients
  • Individuals & Couples (Working)
  • Individuals & Couples (Retired)
  • Business (Taxable)
  • Endowments & Foundations
B. Types of Financial Services
  • Planning Advice & Services
  • Investment Advice & Services
C. Discretionary Asset Management
  • Discretionary and Non-Discretionary
D. Limited Engagement Services
  • None

IX. Certification

Advisor Name
  • Adam Wojtkowski
Most Recent Update:
  • Mar 22, 2019

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