Jeremy Beck, Gwendolyn Bork, Trish Del Prince, and Brooke Tanner (formerly Beck Financial Group) are collaborating with David Burgio, Mary Lokken, Joseph Fecio, and Kristine Zanner (Legacy Custom Wealth Strategies) to form the new Custom Wealth Strategies, LLC!
With more than $200 million in client assets, it was very important for us to choose the right broker/dealer and custodian. Both teams decided that the powerful combination of National Financial Services, LLC (a Fidelity Investments Company - nationalfinancial.fidelity.com) as the custodian for our client's assets, coupled with Commonwealth Financial Network®(the nation's largest privately held independent B/D-RIA - www.commonwealth.com) was the ideal fit for our clients.
For Jeremy I. Beck's commentary on the U.S. Bond and Equity markets found in our Quarterly Newsletter