James Beck Wealth Management, located in Delray Beach, Florida, is led by James E. Beck, who brings over 33 years of experience in the financial services industry. The firm offers a comprehensive suite of services, including professional portfolio and investment management, socially responsible investing, fixed income securities, mutual funds, annuities, insurance solutions, retirement strategies, and trust and philanthropic asset management.

As a registered representative and investment advisor with Momentum Independent Network Inc. (MIN), a member of FINRA/SIPC, James Beck is committed to providing personalized financial planning tailored to individual and family needs. The firm’s website features a wealth of resources, such as articles, calculators, newsletters, and educational videos, to assist clients in making informed financial decisions .​