Award-Winning Wealth Manager Expands Offices Into Park City, Utah
Jodi Vleck brings decades of experience and top advisor awards from Forbes, Barron's, San Diego Magazine and many others to her new office.
PARK CITY, Utah, October 5, 2020 (Newswire.com) - Beta Wealth Group (BWG), a leading financial planning and wealth management firm, is pleased to announce its expansion to Park City, Utah. Founder and CEO of BWG Jodi Vleck opened the office in Park City earlier this month, is a proud member of the Chamber, and is accepting new consultations. The decision to bring over two decades of experience to Park City came from the joy she’s had living part-time there and recognizing the opportunity for residents to benefit from her depth of knowledge in financial planning. For 15 consecutive years, San Diego Magazine readers have rated Jodi as a top wealth manager, and she is regularly featured in Forbes for Best in State / Best Women Advisors. Jodi is a CERTIFIED FINANCIAL PLANNER™ practitioner, fee-only advisor and member of NAPFA.
"The residents of Park City are much like those we have serviced for 20+ years in San Diego,” said Jodi Vleck. “They enjoy being outside, are outgoing, social and environmentally conscious. They are savvy and strive to make their money work for them to continue to enjoy the things they love to do. We take the time to know our clients, their aspirations, and long-term financial goals. I have no doubt we can do the same for people in Park City.”
Client First with an Impressive Niche
Beta Wealth Group, founded in 2009, believes that while managing wealth is a science, supporting the personal goals of its clients is the true privilege behind its work. BWG’s main client demographics include engineers, executives, scientists, and technology professionals. The firm utilizes a holistic planning process to focus on maximizing the positive outcomes of their clients.
“Beta Wealth Group is so much more than portfolio construction and management. We aspire to ensure that our clients truly understand what we are doing and why. That is how we build trust and life-long relationships,” proudly stated Jodi Vleck.
The Exciting Opportunity for Residents
Beta Wealth Group offers consultations in Park City to those interested in services such as retirement, holistic personal financial planning and socially conscious, environmental social and governance (ESG) investing. Jodi also uniquely understands the specific needs of women when conquering events such as striving for financial independence, making your money work for you, navigating a divorce, or dealing with the loss of a partner. Jodi is making waves in the finance industry, where fewer than a quarter (21.9%) of senior leadership roles are held by women. She is leading progress on gender diversity in the workforce and shifting mindsets with her hard work and commitment.
Call (858)207-3377 or email info@betawealthgorup.com for additional information. You can also visit https://www.betawealthgroup.com/park-city. See news about Beat Wealth Group or learn more about our team.
Contact: Victoria Tichy
(858)207-3377 ext 104
Source: Beta Wealth Group