“Understand your investments or don’t do it.”

As fiduciaries at Becker Wealth Management, we offer professional money management through various private tactical managers. We believe no two investors are alike. In order to help each client meet their financial goals, we use a personalized approach to investing. Our advice and recommendations are tailored to our client’s investment goals, desired return objectives, risk tolerance, time horizon, and income needs. With our platform of various institutional money managers, they all share a common theme, their number one objective is to protect against loss and drawdown. This is accomplished by the portfolios being actively and tactically managed.

At Becker Wealth Management we want to make sure you understand completely the approach we take to investing your hard-earned dollars. To help you understand how your money is being invested, expect us to spend quality time with you going over the building blocks of successful defensive investing. Also, expect us to regularly update you on your investing results.

Contrary to what others in the financial industry might imply, investing is not rocket science, and it’s not black magic. We are here to demystify investing and make sure you know everything you need to know.