Tricia Welsh, CFP® Joins Beck Bode Wealth Management

by Beck Bode Beck Bode | November 14, 2014

DEDHAM, MA – November 14, 2014Beck Bode Wealth Management (Beck Bode) is pleased to announce that Tricia Welsh, CFP® has joined the investment firm as a financial advisor, where she specializes in guiding people and families going through major life transitions such as divorce and death, as well as those planning in advance for retirement.

A deliberately different kind of financial firm, Beck Bode was created in 2013 by co-founders Ben Beck and Jim Bode. Their time at large global firms revealed what works for clients and what doesn’t, and that a “one size fits all” approach was not how they wanted to operate. Since launching a year and a half ago, the firm has doubled its assets and office space given employees currently total nine and hiring continues.

“Tricia is a perfect fit for our growing firm and shares our philosophy to work closely with our clients, hands-on, from start to finish, for truly personal and customized planning,” commented Beck, managing partner and chief investment officer at Beck Bode. “In addition to her financial know-how, her clients feel especially supported during what are often difficult circumstances given her warm and caring manner.”

While Tricia, who lives in Hingham, has been helping people plan for their futures for many years, her involvement in the financial industry started earlier on as an Assistant Vice President at Irving Trust Bank in New York City, overseeing the Federal Funds trading desk where billions of dollars were traded daily. Next came a seven-year stint with Fortune Magazine as a Wall Street financial reporter and anchor of the Fortune Business Report on NY1 Cable News covering personal finance, financial markets and the economy.

Further details about Tricia’s experience, expertise and credentials can be found here.


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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