FEATURED IN 

You are deliberate about building your wealth. You want an advisor who understands the structure of your money and the texture of your life.

We work with a small number of clients. That means we show up for the big transitions as well as the small decisions, where real compounding happens. Sometimes that’s weeks rebuilding your financial infrastructure. Sometimes it’s a call about a simple decision that doesn’t seem to be about money but turns out to ripple through your finances.

OUR APPROACH

Integrated Thinking. Your wealth is inseparable from your business, your taxes, your investment positions, your family, your values. We map the connections and identify which moves actually matter.

Intellectual Rigor. We question assumptions, stress-test decisions, and build from first principles. 

Real Partnership. You’re not a service tier. We are invested in your decisions.

WHAT WE DO

Portfolio & Investment Management. We build individual portfolios tailored to your situation, using ETFs where they’re efficient; custom positions where they are not. We explain the reasoning – the tax implications, the structural fit, the assumptions we are making.

Financial Life Coordination. Your investments, taxes, business, cash flows, retirement, estate plan – they are all connected. We design across all of them so nothing works against itself. You get harmony instead of friction.

Major Transitions. Widowhood, inheritance, business exit, concentrated equity. We are a partner to help you make clear decisions. Together, we rebuild your financial infrastructure: automating cash flows, coordinating taxes, restructuring accounts, navigating complexity.

Values-based Wealth Design. We help you articulate what your wealth actually means to you – your priorities, your principles, your legacy. 

WHO WE WORK WITH

Women and couples navigating wealth, life transitions, or major decisions.

High-earning professionals in corporate and professional contexts.

Business owners managing personal and corporate finances together.

People who think structurally about money and expect the same from their advisor.

WHY BECKETT

We don’t use templates. Your situation is unique. We solve from first principles. We work with a small number of clients to deeply understand each. 

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We solve for your best interest. 

We are paid only by you. 

Our incentives are aligned.