Becatti Wealth Advisors

Whether you’re saving to buy or remodel a home, invest in a second home, planning future travel, or simply meeting today’s needs while feeling more confident that you’ll be able to live the retirement you’ve worked hard for, having a sound strategy is key. Through personalized financial advice, investments and solution recommendations, as well as ongoing meetings and digital tools to track your progress, we can help you achieve your financial goals and adjust to whatever life brings.



Advisors

Lance Becatti

Lance Becatti

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Lance Becatti's website

Team

Andi Bair

Andi Bair

Practice Manager

Kelly Kifer

Kelly Kifer

Financial Planning Assistant

Deb Vickers

Deb Vickers

Client Service Manager

Adeline Hegedus

Adeline Hegedus

Administrative Assistant

Nena Garga

Nena Garga

Business Development Director

Caleb

Caleb

Client Relationship Manager