Brian P. Beck

As Founding Partner, President, and CFO of WMGNA, Brian Beck has guided the firm’s growth since 1995, combining leadership, financial expertise, and a tax-out approach to wealth management.

Brian is a Certified Private Wealth Advisor® (CPWA®), a credential earned through the Investments & Wealth Institute in partnership with the University of Chicago Booth School of Business. With more than 30 years of experience, he specializes in working with high-net-worth individuals, families, and business owners on complex wealth planning strategies that integrate tax optimization, investments, succession, and legacy planning. His leadership has been recognized by the Hartford Business Journal, which named him CFO of the Year in 2010, and his insights have appeared in publications including Fortune Small Business and The Hartford Courant.

Born in Bloomfield, CT, Brian earned his BBA in Marketing and Finance from Emory University, where he also played on the school’s baseball team. Today, he remains active in alumni initiatives, supports collegiate athletics, and sponsors scholarships in honor of his late father. Brian lives in Delray Beach, Florida, with his wife, Dr. Noa Beck, a radiologist, and their two daughters. A passionate sports enthusiast, he enjoys collecting rare sports memorabilia and reflecting on his decades-long career helping subscribers achieve “True Success™.”