My practice has one goal...

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

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


A time of transition

While U.S. equities have powered forward for more than a year, RBC Capital Markets, LLC’s Head of U.S. Equity Strategy Lori Calvasina tells us why the market should throttle back and deliver gains that hew closer to historical averages. She gives her thoughts on the U.S.’s vexing valuation, whether prospects are better in other markets, and where to find opportunities as shifts in the U.S. market play out. Read the full economic outlook in the latest edition of Global Insight.

 

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, I 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 me today to start your journey.

Let’s take the next step together

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

Latest Insights

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Why we’re all in on responsible investing for 2020

For many, responsible investing is about aligning investments with values.

Read more

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