Welcome to James Beck Wealth Management!
James E. Beck has over 30 years' of experience in the financial services industry and enjoys helping individuals and families plan for all their financial needs.
James has been married for over 26 years to his wife Cecilia. They have four children, Victoria, Alexandra, Cristina and Carlos. Victoria and Medardo have one son, Mateo, and another one on the way! James enjoys spending time with the family and his grandson!
I hope you take advantage of all the resources on my website. I frequently update the information, so please feel free to add me to your list of "favorites" in your internet browser and visit often.
May God bless you and your family today and every day!
James E. Beck
President
James Beck Wealth Management
Newsletters
-
Building Blocks for Financing College with Less Debt
Financing a college education with minimal debt requires planning, saving, financial aid knowledge, research, and sound decision-making.
-
Signs of a Scam…and How to Resist It
Discover four common practices that might help you identify and avoid scams.
-
Net Price Calculators Help Gauge College Affordability
Did you know a net price calculator can help measure a college’s true cost? Discover how it provides an estimate of how much grant aid a student might expect.
-
HOT TOPIC: Is the Russia-Ukraine War a Threat to the Global Economy?
Explore the potential impact of the Russia-Ukraine conflict across global markets, including supply disruptions, higher prices, and slower growth.
Calculators
-
Lease Payment
How much would your monthly lease payment be?
-
Savings Goals
How much do you need to save each year to meet your long-term financial goals?
-
College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
-
Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.