Beckley-Wendt Team

We want to help our clients experience an intimate relationship with our team, while capitalizing on the breadth of capabilities within a global bank, financial institution, and asset management company.

We offer a family-office-like service to our clients, including: 

1. Wealth Management Planner – As your personal financial advisor, we use a financial plan to articulate how each financial decision impacts your overall financial security. We focus on positive outcomes to what matters most to your family:  education of future generations, buying a second home, investing in other businesses, and managing retirement cash flow and risk management.

2. Personal Banker – We can facilitate and take care of all credit and balance sheet management including mortgages, credit cards, basic banking, bill payment etc. We are a one-stop destination for your banking and investment management needs.

3. Investment Advisory Services – By having a clear understanding of your financial goals, our focus is to help secure, improve and preserve your investment assets, while managing your risk through an appropriate asset allocation and diversified portfolio. We use some of the best money managers. We are fortunate to have clients living throughout the USA, so you can be assured that you have a financial advisor near you.

4. Liability Management – We can manage both sides of your balance sheet. With the backing of Bank of America and our lending division, we are a first class lender for your mortgage, home equity lines of credit, or securities based lending on your investments.

5. Philanthropic Consultant – We assist families in their philanthropic pursuits to establish a family legacy, as well as, invest in the charitable causes that are most important to you. 

In summary, our clients become our friends over time. We feel that our experience, education and CRPC and CFP professional designations, combined with our decades of work experience, can deliver to your family a customized financial plan that will weather the volatile markets. We are steadfast in our commitment and passion to help our clients reach their goals.  We provide the most salient advice and take great pride in celebrating your life events and accomplishments of your goals.  Act now!  Please reach out to our team for a confidential discussion about your wealth plan, asset management, review of your portfolio, and retirement, estate, and legacy planning strategies.