Jeremy Beck's Team

Jeremy Beck's Team

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.

Jeremy Beck

President, Comprehensive Wealth Planner

I was born and raised in Colden, New York, population 3,300. With my father working the line at General Motors and my mother working as an accountant, they helped to instill in me the core values of hard work, honesty, and integrity.

I learned early in life the value of hard work and that nothing comes for free. Two weeks after graduating from high school, I joined the U.S. Army Reserves and spent the first summer of my adult life in basic training at Fort Jackson, South Carolina. I earned my degree at the University at Buffalo by working 60 hours a week while attending school full-time. My hard work paid off when I was awarded an internship with NASA’s Jet Propulsion Laboratory in Pasadena, California. This experience led to a full-time position with VectorVest Inc., an investment company with roots in Williamsville, New York.

After four years with VectorVest, I was promoted to vice president and relocated to Charlotte, North Carolina, with my wife, Heather. During my six years with the firm, I taught money management and risk mitigating strategies to affluent investors and spoke at more than 250 investment seminars across the U.S. This valuable experience brought me home to become a registered financial advisor with A.G. Edwards, a premier money management firm and a legacy firm of Wells Fargo Advisors. 

From 2002 to 2007, I built my practice as a financial advisor with A.G. Edwards in Williamsville, New York.  I developed my customer base by assisting high-net-worth investors navigate through a tumultuous decade in the fixed income and equity markets. In 2007, A.G. Edwards was purchased by Wachovia Securities, which in turn was purchased by Wells Fargo in 2008. I started my independent financial advisory practice, the Beck Financial Group, offering products and services through Wells Fargo Advisors Financial Network, in 2009. 

After spending  a total of 15 years with A.G. Edwards, Wachovia and Wells Fargo Advisors, it was time to take our practice to the next level.  The team of Jeremy Beck, Gwendolyn Bork, Trish Del Prince and Brooke Tanners (formerly Beck Financial Group) have merged with David Burgio, Mary Lokken, Joseph Fecio and Kristine Zanners (Legacy Custom Wealth Strategies) to form the new Custom Wealth Strategies, LLC.  Both teams decided that the powerful combination of National Financial Services, LLC (a Fidelity Investments Company) as the custodian for our client's assets, coupled with Commonwealth Financial Network® (the nation's largest privately held independent B/D-RIA) was the ideal fit for our clients.

As an advisor, my investment process is extremely simple: I work extremely hard for my clients' success, and I do this with honesty and integrity. That may sound simple, but it’s something many advisors seem to have forgotten.  By working hard each and every day, Custom Wealth Strategies now manages more than $200 million in client assets, a responsibility not taken lightly.

When not at the office, I enjoy time with Heather, my beautiful wife of 16 years. We are blessed with three wonderful boys: Gavin, Noah, and Sawyer.

Gwendolyn Bork

Wealth Advisor

As a Financial Advisor it is my duty and fiduciary responsibility to put my clients needs and financial objectives at the forefront of my business at former Beck Financial now Custom Wealth Strategies. With hard work, honesty, and integrity, we take the responsibility of protecting our clients assets as our own. Because of the high standards we set ethically, Custom Wealth Strategies has grown to manage over $200 million in assets and "a responsibility not taken lightly" (Jeremy Beck, President and Wealth Planner, Custom Wealth Strategies)

 

Trish DelPrince

Director of Operations

Brooke Tanner

Client Sevices Manager