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Get Started With Beckett Collective

It’s Pretty. Simple. Really!

We’ll start with a quick, 15-minute chat to get know one another.

01: Call to see if we are a fit.

  • Are we simpatico?
  • Share a bit about you and a bit about us.
  • Assess if our expertise can help you.

02: Meet to get acquainted.

  • Talk about your concerns, goals, and desires to better understand your needs and objectives.
  • Discuss broad steps.

03: Start!

  • We help you get organized and gather information we need to help you.
  • Our digital design makes it easy. We send you questionnaires and links to upload documents. Securely.
  • Then it’s time to dig in, apply our expertise and come up with options and recommendations to design your financial future.

We’d Like to Know You Better

So We Can Serve You Better.

Get started on your journey to a life well-lived.

Schedule Time to Talk



We like flexibility. We know you have preferences. That’s why we work with several leading financial companies to serve as custodian, safeguarding your assets.

  • Schwab
  • TDAmeritrade
  • Fidelity

Investment Performance Portal

Capitect provides powerful portfolio management and performance reporting with dynamic, up-to-date data and charts. The easy access enables you to stay informed about your investments with views of individual and aggregate portfolios.

Document Storage Vault

NetDocuments stores your important documents in a private vault. No matter where you are, you can access this secure shared space whenever you need.

Financial Planning Portal

RightCapital is your financial plan in action. As the financial control portal, you can check account balances, budgets, loans, goals and more, all in a single glance. It enables you to see how one piece of your financial life affects the rest.

Advisors to Us

We firmly believe that outside advisors create value. It’s what we do for you. It’s what these leaders do for us.

Excited to Work Together?

Let’s Get Started