Beck Investment Group

Beck Investment Group advises high-net-worth individuals and families, specializing in growing and preserving multi-generational wealth. They center their business on assisting clients in achieving their financial goals through personal crafting and management of equity and fixed-income portfolios. The group customizes asset allocation strategies and collaborates with attorneys and CPAs to develop strategic, tax-efficient wealth transfer techniques, while also providing risk management coverage. Additionally, they work with numerous corporate clients. Beck Investment Group specializes in establishing and managing various retirement plans, including 401(k) and profit-sharing plans, defined benefit plans such as cash balance plans, stock option plans, as well as endowment management for nonprofit organizations.