Becatti Wealth Advisors

When you contemplate your legacy, how much of your wealth do you want to leave to the IRS? Let’s talk about opportunities to reposition your assets so more of your wealth is passed on to loved ones and charities you choose.

Successful financial planning is more than just good money management. It’s looking comprehensively at all that can go right, while protecting for all that can go wrong. Let’s talk wholistically about getting you from here to there.

Last night, I attended the first night of the Tampa Bay Jewish Film Festival as a Supporting Actor sponsor. It was my absolute honor to present the 2025 Starr Award to Menemsha Films founder Neil Friedman. This award holds a special place in my heart and is named after Mr. Jesse Starr who was a titan in the Tampa Bay Jewish community right up until his death in 2021.

I’m proud to share that I have been named to the Circle of Success – a distinction reserved for Ameriprise Financial’s top advisors. This recognition reflects my commitment to serving clients like you. Thank you for your trust and loyalty!

Are you receiving personalized financial advice across your full financial life? Whether you’re saving for retirement, college or a major purchase, we'd be happy to help you get there.

The goals that matter to you matter to us. Let’s talk about how we can help you achieve the life you want.

Looking to get the most out of your retirement savings? Tax-efficient strategies can help investments grow now and provide income later. Let’s design a plan that works for you.

Helping families achieve the financial goals that matter most is at the heart of what we do. If there's someone in your life who could benefit from personalized financial advice, we'd be happy to help.

What if your investment could grow without taxes holding it back? Tax-deferred strategies can allow for faster growth potential, helping you build more wealth for the future. Let’s talk about smarter ways to plan.

Prioritizing your spending habits to include protecting your income could be money well spent. Let’s talk about your options.