Jeremy Beck, Trish Del Prince, Brooke Tanner and Natasha Morales (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 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