Welcome to James Beck Wealth Management!
James E. Beck has over 33 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 27 years to his wife Cecilia. They have four children, Victoria, Alexandra, Cristina and Carlos. Victoria and Medardo have two sons, Mateo and Nicholas. James enjoys spending time with the family and his grandsons!
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
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Life Insurance for Two
Survivorship life insurance may be a cost-effective coverage solution for older couples or business partners.
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Strategies for Taking RMDs
This article provides an overview of rules, options, and strategies for taking required minimum distributions (RMDs).
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HOT TOPIC: AI Expectations Underpin the Economic Outlook for 2026
This article discusses economic forecasts for 2026 and the trends that are influencing them, including surging AI investment.
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Closed-End Funds May Offer Higher Income
Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.
Calculators
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Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.
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Lease Payment
How much would your monthly lease payment be?
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Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.