Wealth isn’t static. It moves, changes, grows, and needs safeguarding. Are you building it for the future, protecting it for peace of mind, or seeking to balance both? At Black Belyea Private Wealth Management, we know wealth is personal. It’s deeply tied to your life, your family, and the aspirations that keep you moving forward. That’s why we don’t deal in cookie-cutter plans. We listen and shape strategies that fit your life and your goals.
Simple Investment Plan
Growth. Legacy. Income. What fuels your vision? For some, it’s about watching numbers rise; for others, it’s the steady comfort of knowing their wealth will endure. Whatever your focus, we look at your goals, risk tolerance, tax situation, and time horizon to craft a strategy that reflects your life’s complexities.
Portfolios aren’t meant to be left on autopilot. They need attention—constant care to adapt to market shifts and seize opportunities.
Tax-Efficient Growth
Taxes—the silent thief of returns. You work hard to grow your wealth; shouldn’t it stay yours? As your Saint John financial advisor and financial planner, our tax strategies do more than minimize the annual tax bill—they’re designed to keep your long-term growth intact. By strategically balancing tax-friendly accounts, timing withdrawals, and leveraging credits, we ensure your money works harder, so less of it ends up where it doesn’t belong.
Investments That Generate Income
Do your investments work for you today? Income-focused strategies transform your portfolio into a source of steady cash flow. Whether it’s dividends, bonds, or REITs, we structure holdings to create reliable income streams. More than that, we protect against sequence-of-return risks, ensuring your wealth provides security now and flexibility for tomorrow. Retirement doesn’t have to mean cutting back. With our guidance, your investments will help sustain the lifestyle you’ve worked so hard to build.
Private Assets Investments
Private assets investments in opportunities not traded on public markets, includes:
Private Equity
Offers access to unique growth opportunities, enhancing diversification and potentially boosting overall portfolio returns.
Private Credit
Provides consistent income potential, typically with higher yields than traditional fixed-income investments, while adding diversification to your portfolio.
Exploring the Untapped Potential of Alternatives
Have you considered alternative investments? They can sometimes open doors to opportunities that traditional portfolios can’t touch. Private equity, hedge funds, and real estate bring unique growth potential while bolstering resilience against market volatility. At Black Belyea Private Wealth Management, we use alternatives strategically to enhance your portfolio’s strength, delivering results that stand firm even when markets sway.
Aligning Wealth with Values: Sustainable and Impact Investing
What if your portfolio could do more than grow? What if it could change the world? Sustainable and impact investing channels your wealth into what matters most—clean energy, diversity, fair labour. Your values, reflected in your investments. And no, it doesn’t mean sacrificing returns. It means aligning growth with purpose, creating a financial plan that feels as good as it performs.
Guidance, Every Step of the Way
Let’s be honest—investing can feel overwhelming. Numbers, strategies, shifting markets—it’s easy to feel lost. But with Black Belyea Private Wealth Management, trusted Saint John financial advisor and financial planner, you’ll never face it alone. From initial planning to ongoing adjustments, we’re here to simplify the process. We’ll help you make informed decisions, ensuring every step is clear, every strategy purposeful. Whether you’re building wealth, managing income, or protecting your legacy, we’re your partner in creating a financial future that feels as rewarding as it looks.
Ready to Take Control?
At Black Belyea Private Wealth Management, we’re ready to help you take the next step in your financial journey. Let’s create a plan that grows with you, protects what matters, and empowers your financial future.