Beck Bode Wealth Management

Our firm was created to be a deliberately different kind of financial firm. Extensive experience, including time at large global firms, taught us what works for clients — and what doesn’t. And, that traditional financial environments aren’t agile enough to address today’s ever-changing financial landscape or uncover the vast global investment opportunities that exist. Our clients’ successes are built on exceptionally personal experiences that embody a “hands on” approach, and a time-tested investment methodology. The firm’s success is built on providing clients with what they really need – responsiveness, care and guidance for long-term investing success. We believe that knowing how to embrace and navigate that change, both good and bad, and employing a methodology where decisions are driven by reliable research – not emotion – are at the core of investing success. We also believe that success requires continuing collaboration and communication with clients, and that a culture deeply instilled with trust and ethics fosters enduring relationships that can be rewarding on many fronts. Our philosophy is unique, and we’re unwavering about it. Our years of experience navigating the financial markets on behalf of our clients have taught us that successful investing need not be complex. It can be simple, but it takes dedication, discipline, and teamwork. By today’s investing standards, which seem to be run-of the-mill and cookie-cutter in nature, our process is certainly unconventional. When it comes to managing our clients’ hard-earned money, as well as our own personal capital, we focus on the three major characteristics that we have found many successful investors to share

Address: 858 Washington Street, Suite 100, Dedham, MA 02026, USA

Phone: +1 617 209 2224
FAX: +1 617 249 0298