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James Beck Wealth Management
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 .