At Black Belyea Private Wealth Management, your wealth deserves to work as hard as you do. As your trusted Saint John-based financial advisor and financial planner, we create smarter investment strategies, uncover tax savings, and develop plans uniquely shaped around your goals and dreams. Whether you’re leveraging your business to fund a secure retirement or stepping into the freedom to pursue long-forgotten aspirations, our private wealth management services are here to align with your life’s journey.
Your family, your future, your financial priorities—all deserve more than a cookie-cutter approach. From daily cash flow strategies to securing your grandchildren’s future, we make today’s decisions fuel tomorrow’s possibilities.
Retirement Planning
Black Belyea Private Wealth Management breathes life into your savings, creating steady income streams that bring you confidence and joy. From sustaining growth to eliminating worry, we plan for retirement as vibrant as your dreams.
Tax Planning
Taxes don’t have to be a burden. At Black Belyea Private Wealth Management, we sharpen every financial move—investment decisions, income timing, and deductions—all optimized to minimize tax impacts. Your wealth stays where it belongs: working for you.
Investment Planning
Black Belyea Private Wealth Management ensures your investments adapt, grow, and align with your life—not the other way around. Pursuing opportunities? Preserving wealth? Both? We make every dollar count.
Insurance Planning
Life promises nothing, but your financial future can. Black Belyea Private Wealth Management builds safeguards around what matters most—your family, your health, your resilience. Life insurance, critical illness, and disability coverage ensure that when the unexpected strikes, your peace of mind remains intact.
Estate Planning
Your legacy should speak for itself. At Black Belyea Private Wealth Management, we create thoughtful plans that protect your loved ones while minimizing taxes. Wills, trusts, and beneficiary structures ensure your legacy reflects your values and priorities.
Business Succession
Your business deserves a transition as remarkable as its creation. Black Belyea Private Wealth Management manages every detail—tax efficiency, value maximization, and legal alignment—to ensure a smooth exit or handoff.
Charitable Giving
Generosity amplified. Black Belyea transforms your giving into a lasting strategy that maximizes impact and minimizes taxes. Whether it’s donations, foundations, or a legacy of philanthropy, we make every dollar resonate across generations.
Intergenerational Wealth Transfer
We make passing your wealth seamless, minimizing taxes and family friction. Black Belyea Private Wealth Management works to educate the next generation, ensuring your legacy is carried forward with care and clarity.