Becatti Wealth Advisors

Whether it’s saving to buy a home, traveling or simply feeling confident that you’ll be able to live the retirement you’ve worked hard for, having a sound investment strategy is key to achieving your financial goals. Using our exclusive Confident Retirement® approach, we work one-on-one with our clients to understand what’s most important to them. With an understanding of their risk tolerance and personal preferences, we can offer personalized advice that helps them balance important retirement income needs against the needs of today.


Advisors

Lance Becatti

Lance Becatti

Private Wealth Advisor

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