Beck Bode Wealth Management More Than Doubles Assets Under Management and Office Space in First 18 Months

by Beck Bode Beck Bode | October 30, 2014

DEDHAM, MA – October 28, 2014 – A year and a half after launching Beck Bode Wealth Management (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 and 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 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 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, Katie MacDonald, CFP®, CRPC® and 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 and 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. 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

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