Jeremy Beck, Matthew Pitrola, Trish Del Prince, Brooke Tanner and Natasha Morales (formerly Beck Financial Group) are collaborating with David Burgio, Michael Malaney, Mary Lokken, Joseph Fecio, and Kristine Zanner (Legacy Custom Wealth Strategies) to form the new Custom Wealth Strategies, LLC!
With more than $250 million in client assets (as of 10/06/2020), it was very important for us to choose the right Registered Investment Adviser-broker/dealer. Both teams decided that Commonwealth Financial Network®(the nation's largest privately held independent RIA-broker/dealer - www.commonwealth.com) was the ideal fit for our clients.