--- title: Beck Bode Wealth Management More Than Doubles Assets Under Management and Office Space in First 18 Months description: Firm grows to nine employees, hiring continues.   DEDHAM, MA – October 28, 2014 – A year and a half after launching Beck… image: https://beckbode.com/hubfs/Boston-Slider.png --- # Beck Bode Wealth Management More Than Doubles Assets Under Management and Office Space in First 18 Months [ by ![Beck Bode](https://beckbode.com/hubfs/beckBode-favicon-150x150.png) Beck Bode](https://beckbode.com/news/author/beck-bode) | October 30, 2014 **DEDHAM, MA – October 28, 2014 –** A year and a half after launching [Beck Bode Wealth Management](http://beckbodewealth.com) (Beck Bode), the firm has experienced significant client growth and is now managing more than twice the assets. And, with employees currently totaling nine and more on the way, the firm built out its office space to two times its original size. A deliberately different kind of financial firm, Beck Bode was created in March 2013 by co-founders [Ben Beck](http://beckbodewealth.com/theteam/benjamin-ben-beck/) and [Jim Bode](http://beckbodewealth.com/theteam/james-jim-bode/). Each had spent a lot of time at large global firms and experienced firsthand what works for clients and what doesn’t, and that a “one size fits all” approach was not how they wanted to operate. They also saw better, smarter ways to do things including an [investment strategy](http://beckbodewealth.com/approach/) that is unique, intuitive and simple – and above all, proven. “The biggest driving factor to launch Beck Bode was that we wanted to create an environment that reflects our philosophy – to work closely with our clients, hands-on, from start to finish with the freedom and access to options that allow for truly customized planning,” commented Beck, managing partner and chief investment officer at Beck Bode. “It’s quickly become evident that this is what people want when it comes to helping them manage their money.” Next-gen financiers (CrossFit junkies and both fathers of three), Beck and Bode consider their [people](http://beckbodewealth.com/theteam/) to be their greatest asset and the key to their success. For this reason, the boutique firm cultivates success not only for its clients, but for their team members as well. Most recently, the company brought on three more senior advisors including [Vice President Erik Beck](http://beckbodewealth.com/theteam/erik-beck/), [Katie MacDonald, CFP®, CRPC®](http://beckbodewealth.com/theteam/katie-macdonald/) and [Tricia Welsh, CFP®](http://beckbodewealth.com/theteam/tricia-welsh-cfp/). “We’re always on the hunt for good colleagues who want to thrive in business and in life,” said Bode, managing partner at Beck Bode. “That’s why we provide ‘big-firm’ resources and support, but in a small-firm environment that is flexible and highly personal.” **###** **About Beck Bode Wealth Management** Beck Bode was created in March 2013 to be a deliberately different kind of financial firm. Extensive experience, including time at large global firms, taught co-founders [Ben Beck](http://beckbodewealth.com/theteam/benjamin-ben-beck/) and [Jim Bode](http://beckbodewealth.com/theteam/james-jim-bode/) what works for clients and what doesn’t, and they saw better ways to help their clients, but were often restricted from implementing them. Client successes are built on exceptionally personal experiences that embody a “hands on” approach and a [proven investment methodology](http://beckbodewealth.com/approach/). The firm’s success is built on providing clients with what they really need – responsiveness, care and guidance for long-term investing success.   Media Contact: Heidi Boie [heidi.boie@gmail.com](mailto:heidi.boie@gmail.com) 508-846-5307 [Press Releases](https://beckbode.com/news/tag/press-releases) - [Tweet](https://twitter.com/share) ### Popular Articles - [ From the Desk of the Chief Investment Officer 2026](https://beckbode.com/news/from-the-desk-of-the-chief-investment-officer-2026) - [ From the Desk of the Chief Investment Officer July 2025](https://beckbode.com/news/from-the-desk-of-the-chief-investment-officer-july-2025) - [ Compass Rose Joins the Beck Bode Family of Companies](https://beckbode.com/news/compass-rose-joins-the-beck-bode-family-of-companies) - [ October 2024 Newsletter](https://beckbode.com/news/october-2024-newsletter) - [ Intentional Wealth Advisors Joins the Beck Bode Family of Companies](https://beckbode.com/news/intentional-wealth-advisors-joins-beck-bode) ### Posts by Topic - [No Bonds Podcast (17)](https://beckbode.com/news/tag/no-bonds-podcast) - [Newsletter (14)](https://beckbode.com/news/tag/newsletter) - [Press Releases (5)](https://beckbode.com/news/tag/press-releases) ## Additional Reading ### [Tricia Welsh, CFP® Joins Beck Bode Wealth Management DEDHAM, MA – November 14, 2014 – Beck Bode Wealth Management (Beck Bode) is pleased to announce...](https://beckbode.com/news/tricia-welsh-cfp-joins-bbwm) ### [Jane Evelyn, CFP® Joins Beck Bode Wealth Management DEDHAM, MA – February 3, 2015– Beck Bode Wealth Management (Beck Bode) is pleased to announce that...](https://beckbode.com/news/jane-evelyn-cfp-joins-beck-bode-wealth-management) ### [Compass Rose Joins the Beck Bode Family of Companies New Hampshire-based Compass Rose Private Investment Management joins the Beck Bode Family of...](https://beckbode.com/news/compass-rose-joins-the-beck-bode-family-of-companies) LATEST ARTICLES [**From the Desk of the Chief Investment Officer 2026** January 15, 2026 Progress Rarely Feels Comfortable Just a few weeks ago, my car was in the shop, so I opened up a rental app called ... ](https://beckbode.com/news/from-the-desk-of-the-chief-investment-officer-2026) STAY UP TO DATE Join our newsletter to get more information. CONTACT [ 858 Washington St. Suite 100 Dedham, MA 02026 ](https://beckbode.com/news/beck-bode-wealth-management-more-than-doubles-assets-under-management-and-office-space-in-first-18-months#https://www.google.com/maps/place/Beck+Bode,+LLC/@42.233367,-71.1844787,18z/data=!4m12!1m6!3m5!1s0x89e37ff1a8d2be89:0xe3749cefba4a382f!2sBeck+Bode,+LLC!8m2!3d42.2332638!4d-71.1833656!3m4!1s0x89e37ff1a8d2be89:0xe3749cefba4a382f!8m2!3d42.2332638!4d-71.1833656) [ invest@beckbode.com ](mailto:invest@beckbode.com) [ (617) 209–2224 ](tel:6172092224) Copyright © 2026 Beck Bode, LLC  [DISCLOSURES](https://beckbode.com/disclosures) | [TERMS](https://beckbode.com/terms-of-service) | [DISCLAIMER](https://beckbode.com/disclaimer) | [PRIVACY](https://beckbode.com/privacy-policy) Investment advice offered through Beck Bode, LLC, a registered investment advisor.   Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Beck Bode or any non-investment related content, made reference to directly or indirectly in this commentary will be profitable, equal any corresponding indicated historical performance level(s)) may be suitable for your portfolio or individual situation, or prove successful. Moreover, you should not assume that any discussion or information contained in this commentary serves as the receipt of, or as a substitute for, personalized investment advice from Beck Bode. ![](https://px.ads.linkedin.com/collect/?pid=4056537&fmt=gif) ```json { "@context" : "https://schema.org", "@type" : "BlogPosting", "author" : { "@type" : "Person", "name" : "Beck Bode", "url" : "https://beckbode.com/news/author/beck-bode" }, "dateModified" : "2021-10-27T19:58:01.714Z", "datePublished" : "2014-10-30T07:29:11.000Z", "headline" : "Beck Bode Wealth Management More Than Doubles Assets Under Management and Office Space in First 18 Months", "image" : [ "https://beckbode.com/hubfs/Boston-Slider.png" ], "mainEntityOfPage" : { "@id" : "https://beckbode.com/news/beck-bode-wealth-management-more-than-doubles-assets-under-management-and-office-space-in-first-18-months", "@type" : "WebPage" }, "publisher" : { "@type" : "Organization", "logo" : { "@type" : "ImageObject", "url" : "https://beckbode.com/hubfs/beckbode_250x.png" }, "name" : "Beck Bode LLC" } } ```