Our practice has one goal...

To help individual clients and families achieve their financial objectives while building a long-term professional relationship. We provide comprehensive wealth management services including the accumulation, growth, protection and transfer of wealth to future generations. We always act in the best interest of our clients offering advice and customized consultations that foster confidence and peace of mind.

Please feel free to contact us to set up an appointment to discuss your financial situation.

Learn more about the CARES Act

The Coronavirus Aid, Relief, and Economic Security (CARES) Act is the largest stimulus bill in American history. Learn more.

Want to discuss how this applies to your situation? Contact us for more information.

IRS extends tax-filing and IRA contribution deadline to July 15

Taxpayers now have an extra three months to file and pay their taxes. Because the date for filing federal income tax returns has been extended, the deadline for making contributions to your IRA for 2019 is also extended to July 15, 2020. Contact us to learn more.

SECURE Act: Possible changes to your retirement planning strategy

The Setting Every Community up for Retirement Enhancement (SECURE) Act changes may affect your plans for retirement. The primary goals of the SECURE Act are to expand retirement savings, preserve retirement income, simplify existing rules and improve qualified retirement plan administration. Contact us if you have questions about your plans for retirement and the SECURE Act changes.

On the fast track: Digital transformation in the era of COVID-19

The COVID-19 disruption has hammered home that necessity is the mother of invention. We asked Mark Mahaney, top-ranked internet analyst from RBC Capital Markets, what impact the COVID-19 crisis is having on the internet sector. Read the full economic outlook in the latest edition of Global Insight.

 

It's all about staying connected

Thank you for trusting us as your wealth management partner.  Our commitment to you goes beyond sharing our knowledge and expertise.  We are also committed to consistent and valuable communication, because it's essential to a partnership.  This website will never take the place of our direct communication, but we think it can serve as a helpful supplement to make sure the information you need is always at your finger tips—from your account activity to the latest market commentary.  We see it as one more way for us to stay connected.

J.D. Power 2020 Award#1 in Investor Satisfaction with Full-Service Brokerage Firms by J.D. Power

RBC Wealth Management recently received the J.D. Power Award for ranking highest in investor satisfaction with full-service brokerage firms. This award is based on client feedback, and we are honored to work for a company that is committed to our clients and puts people first.

How to protect yourself in the event of a data breach

Data breaches are worrisome and frustrating, not knowing if — or when — your information may be used by thieves. Taking these steps can help you regain a sense of control and may help safeguard your personal and financial information. Read more.

Become a client                        

If you are not already a valued client, we invite you to experience the skill and dedication of a team built on integrity, client service and a spectrum of services for individuals, families, institutions and their assets.  Please contact us today to start your journey.

Meet the team

Learn more about the Becker Stradt Team

Let's start the conversation

If you'd like to discuss anything you learn about here in more detail, please fill out the form below.

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Latest Insights

Business women gather in office setting.

As women age with longevity on their side, the financial future is female

They’re the chief advisors to four generations, and their economic influence can no longer be overlooked.

Read more

Let’s take the next step together

We would value the opportunity to learn more about your financial goals and how we can be of service to you. Please contact us at 970-206-1174, dehaven.becker@rbc.com, or michael.stradt@rbc.com, or fill out the form below to schedule a meeting. We look forward to hearing from you.

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