- Tax PlanningAs your wealth grows, so do the complexities of managing it. At Beck Capital Management, we build comprehensive estate plans that include tax planning, wealth transfer, and charitable giving strategies that can be the difference between leaving a legacy and leaving a liability.
- Charitable Giving
- Tax Services
- Investment ManagementBeck Capital Management has a rich history dating back to 1997 when we worked under the name of Capital Financial Group. Specializing in investment management for individuals, families, and businesses, our firm has steadily expanded its original research and portfolio management capabilities. In 2009, we registered the firm as Beck Capital Management.
- Mutual FundsWe aren’t the traditional wealth management firm that provides passive, cookie-cutter solutions that invest exclusively in portfolios of mutual funds or ETFs.
- Bonds
- Wealth ManagementWe believe selecting the right wealth management firm is one of the most critical decisions you will ever make for your financial well-being.
- Financial PlanningFinancial planning isn’t just about crunching numbers, determining probabilities, and plotting graphs; it’s about creating a definitive roadmap that helps you reach your goals. Imagine setting out on a trip with a destination but no roadmap to guide you along the way. A failure to plan may cause you to miss opportunities or take unnecessary risks, especially later in life.
- Retirement PlanningAt BCM, we recognize the aspirations and distinct financial goals of accomplished individuals like yourself. We believe in building genuine relationships with our clients, allowing us to curate a retirement blueprint that resonates with your unique desires and dreams.
- Asset Management> Cost-Savings: Outsourcing to third-party money managers can introduce additional fees and potential conflicts or duplicate investment strategies. We keep your asset management in-house to help minimize fees and any risk of duplicate or conflicting advice.
- Asset ProtectionBetween running your company’s day-to-day and keeping an eye on your personal wealth, things can get overwhelming as an entrepreneur/business owner. Our focus on businesses includes creating employer-sponsored retirement plans, asset protection, tax planning, as well as succession planning and exit strategies.