At Becker Wealth Management, we are committed to helping our clients achieve a life worth living by providing comprehensive financial solutions that align with their values and goals. Our team of experienced professionals is dedicated to educating and empowering our clients to make informed decisions about their money.
Our Philosophy
We believe that money is a means, not an end. It is a tool that can be used to achieve what is truly important to us, whether that is spending time with loved ones, pursuing a passion, or leaving a lasting legacy. At Becker Wealth Management, we are committed to helping our clients make the most of their financial resources by providing expert guidance and strategic planning.
Our Services
We offer a range of services designed to help our clients achieve their financial goals, including:
- Investments: We work with our clients to develop personalized investment strategies that align with their values and goals.
- Retirement Planning: We help our clients plan for a secure and comfortable retirement, providing them with peace of mind and financial security.
- Insurance Solutions: We offer a range of insurance solutions designed to protect our clients' financial well-being, including life insurance, long-term care insurance, and disability insurance.
- Generational Vault: Our Generational Vault is a proprietary process that helps our clients protect and grow their wealth for generations to come.
Our Team
At Becker Wealth Management, we pride ourselves on our experienced and knowledgeable team of professionals. Our team includes:
Stephen P. Becker, Principal and Founder: Stephen has over 25 years of experience in the insurance and financial services industry and has earned a reputation for his expertise in retirement planning and wealth management.
Moriah Becker, Marketing and Social Media: Moriah is responsible for leading our marketing and social media efforts, ensuring that our message reaches a wider audience.
Laura Hopper, Client Relations: Laura is the face of our company, working closely with our clients to understand their needs and provide personalized service.
Kelly McQueen, Administration: Kelly is our behind-the-scenes expert, handling all administrative tasks and ensuring that our office runs smoothly.
Sharon Leynes, Office Assistant: Sharon is the glue that holds our office together, providing administrative support and ensuring that our daily operations run smoothly.
Our Partners
At Becker Wealth Management, we are proud to partner with other esteemed professionals in the industry. Our partners include:
Nick Stovall, CPA/PFS, CGMA, MBA: Nick is a leading expert in accounting and taxation, providing strategic retirement planning and business, IRA, and technical taxation advice.
William Mattila, CPA: Bill has over 35 years of experience in the accounting and taxation profession, providing valuable tax saving advice and strategies to his clients.
Contact Us
We invite you to explore our website and learn more about our services, philosophy, and team. If you have any questions or would like to schedule a consultation, please don't hesitate to contact us.
Overall Experience
Steve Becker is a highly recommended wealth advisor with a 5-star rating from Matt V. Matt praises Steve's exceptional knowledge, professionalism, transparency, and commitment to putting clients' interests first.
Key Strengths
Steve's core strengths include his ability to explain complex financial concepts in a clear and concise manner, his transparency in dealings, and his prioritization of clients' goals over personal gain. Matt highlights that Steve is willing to disclose his fees and commissions, and makes decisions that benefit his clients, not himself.
Comparison to Previous Experience
Matt contrasts Steve's approach with that of his previous wealth manager, who focused solely on generating revenue for himself. Steve, on the other hand, takes a client-centric approach, prioritizing stability, low risk, and low volatility investments that provide peace of mind for his clients.
Recommendation
Matt strongly recommends Steve Becker as a wealth advisor, citing his exceptional skillset, professionalism, and commitment to client success. Matt is willing to provide additional information to anyone interested and plans to continue working with Steve for the long term.
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