Beese Fulmer Private Wealth Management

Robert Szeles is a CFA® charterholder with three years of industry experience. He is currently an advisor at Beese Fulmer Private Wealth Management and previously worked at Federated Hermes and PNC Capital Advisors. Beese Fulmer Private Wealth Management provides investment management and financial planning services to individuals, high-net-worth clients, pension plans, trusts, estates, charitable organizations, and corporations. The firm’s investment approach combines fundamental company analysis and economic-cycle assessment with tailored asset allocation, focusing on dividend-paying companies and a mix of equities and fixed-income securities.

Joseph Strancar is a financial advisor with Beese Fulmer Private Wealth Management in Canton, OH, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. He has been with Meridian Capital Management Group, Inc. since 2005. Beese Fulmer Private Wealth Management provides investment management and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm’s investment approach combines fundamental company analysis and economic-cycle assessment with tailored asset allocation, serving income-oriented clients through a mix of equities and fixed-income securities.

William Camp is a financial advisor at Beese Fulmer Private Wealth Management in Canton, Ohio, holding Series 63 and Series 65 licenses with two years of industry experience. He previously worked at Federated Hermes for 16 years before joining Beese Fulmer. Beese Fulmer Private Wealth Management provides investment management and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm employs a fundamental company analysis and economic-cycle assessment investment process, tailoring asset allocation to client risk tolerance and income needs.

Bradley Fergason is a financial advisor at Beese Fulmer Private Wealth Management with 14 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Meridian Capital Management Group, The Huntington Investment Company, and Citizens Securities. Beese Fulmer Private Wealth Management provides investment management and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm emphasizes fundamental company analysis and economic-cycle assessment, tailoring asset allocation to clients’ risk tolerance and income needs.

Ryan Fulmer is a financial advisor at Beese Fulmer Private Wealth Management in Canton, OH, with 14 years of industry experience. He holds Series 63 and Series 65 designations and has been with Beese Fulmer Investment Management Inc since 2011. Beese Fulmer Private Wealth Management provides discretionary and non-discretionary investment management and financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm’s investment approach emphasizes fundamental company analysis and economic-cycle assessment, with tailored asset allocation based on client risk tolerance and income needs.

Dennis Fulmer is a CFA® charterholder with 43 years of industry experience. He has been with Beese, Fulmer Investment Management Inc. since 1980. Beese Fulmer Private Wealth Management provides discretionary and non-discretionary investment management and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm’s investment process emphasizes fundamental company analysis and economic-cycle assessment, with tailored asset allocation based on client risk tolerance and income needs.

Nicholas Perini is a CFA® charterholder and holds a Series 65 license, with 15 years of experience in the financial industry. He has been with Beese, Fulmer Investment Management Inc. since 2010. Beese Fulmer Private Wealth Management provides discretionary and non-discretionary investment management and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm’s investment approach combines fundamental company analysis and economic-cycle assessment with selective technical analysis and tailored asset allocation.