Beckley-Wendt Team

Merrill Lynch Wealth Management
200 Josephine Street
Suite 100
Denver, CO 80206
(720) 941-2148
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Our team is comprised of talented and experienced advisors committed to building strong client relationships based on trust and personalized service. Please scroll down for more information on our team and market updates.
Beckley-Wendt Team
Merrill Lynch Wealth Management
Welcome

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.

Recognition
Scott Beckley
Senior Vice President, Wealth Management Advisor
Forbes "Best-in-State Wealth Advisors", 2021-2024
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
About Us
Philosophy

Life is always changing and growing more complex. In the same way, your priorities and needs around your family, work, health and home are always evolving. And since your finances are so deeply connected with the rest of your life, an investment approach that is specific to your unique situation can be helpful. Even if you're accustomed to managing your finances on your own, you may find value in having a relationship with someone who understands your priorities and who has the knowledge and resources to help you make more informed decisions, no matter where you are in life.

Meet Our Team
Scott Beckley,

CRPC™

Senior Vice President, Wealth Management Advisor
720.941.2148
Carly Wendt,

CFP®

Senior Financial Advisor
720.941.2150
Michael Lutz
Registered Senior Wealth Management Client Associate
720.941.2078
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Patrick Carpio
Associate Investment Advisory Specialist
Merrill
Ross Morand
Alternative Investments Regional Specialist
Bank of America, N.A.
Kathryn Roth
Wealth Management Banking Specialist
Merrill
About Merrill

Bringing fresh perspectives to your financial life

The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

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Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.