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Leveraging experience and expertise to help you get the most out of every hard-earned dollar.
As a proud Sudburian, Beau Frescura thrives when those around him thrive. Whether helping you save for a comfortable tomorrow or plan for future generations, Beau approaches everything he does with the signature perseverance, grit, and determination of the community that raised him.
Led by Beau, our team of wealth management specialists has the expertise and knowledge required to guide you through any financial decision, big or small.
Beau takes a hands-on, all-encompassing approach to managing your wealth, relying on tactical decision-making and a unique perspective formed by his accounting and tax roots.
Leading with planning, Beau considers all aspects of your financial picture to determine your ideal investment strategies. Benefit from his dynamic, disciplined approach.
Throughout your financial journey, Beau and his team will help you get the most out of every hard-earned dollar. Regardless of your needs and goals, our solutions can help.
