Our team of professionals has the experience, credentials and knowledge to solve for the complexities of your financial situation and put you on track toward your goals.
Vision
We wish to serve you throughout your entire lifetime, making sure you reach every financial milestone along the way. Within our growing boutique wealth management firm we want you to feel dazzled by our team’s attentiveness and tact event in the most complex financial scenarios.
Purpose
We are here to engineer honest and candid conversations with you about your goals, priorities and challenges, so we can provide you with innovative guidance in pursuit of lifelong happiness and financial success.
Values
Every action you take, or fail to take, has consequences. By serving you in a way that exceeds your expectations and cares for your needs, we establish a relationship of loyalty and see a return of the same energy and effort. This balance of give and take is described well by one key philosophy — Karma.
Knowledgeable exploration: We work together in seamless collaboration to discuss and define what’s important to you.
Analytical resolutions: We use our experience and expertise to help you formulate a healthy relationship with money, the foundation for successful planning and decision-making.
Respect: The way we take care of you first requires a relationship built on trust, which inspires you to be loyal and eager to recommend our services to others.
Meaningful Planning: We keep an eye on spending versus saving, and leave room to remap when you encounter life’s unexpected changes.
Accountability: Be willing to accept responsibility with conviction, and hold ourselves to the highest standards of truthfulness and integrity.
History
Founded in 2009 in San Diego, Beta Wealth Group is now a leading national wealth management firm. We specialize in working with a niche group of executives and professionals in the technology, engineering, life sciences, biotechnology, and telecommunications software industries. This targeted focus makes us a unique financial advising firm within high-tech, innovation hubs. Jodi Vleck founded the firm after working for several years with Hewlett Packard, developing close relationships with her initial clients there. The desire to focus solely on her clients and what was best for them, rather than product sales goals, was the catalyst for creating Beta Wealth Group. This allows Jodi and her dynamic team to employ a more holistic and meaningful approach to managing clients' financial futures. Our boutique firm is female founded and directed — a rarity for the financial services industry wherein fewer than a quarter (21.9%) of senior leadership roles are held by women. We understand and can relate to the health and wealth concerns of women, who tend to live longer and incur greater healthcare costs than men. It is this perspective that allows us to educate, empower, and provide valuable peace of mind to all of our clients.
Our Team
Jodi Vleck, CFP® is the CEO and Founder of Beta Wealth Group. With more than 20 years of experience in wealth planning and portfolio construction, Jodi has worked with individuals, family offices and institutions around the country, constructing and executing portfolio strategies that meet the needs of each investor’s goals. Jodi’s responsibilities include portfolio construction, investment strategy, business development and client relationships, among others.
Jodi developed the firm’s premier portfolio overlay strategy — the Beta Enhanced Income Strategy — which has since grown to more than $40 million in assets. She has been named one of the top wealth managers by the readers of San Diego Magazine* for 14 consecutive years, a Forbes’ Best-In-State Wealth Advisor, a Barron’s Top Independent Advisor, and a Top Wealth Advisor Mom by Working Mother Magazine. She frequently serves as a valuable resource for the financial media, as well as a speaker and a number of industry conferences, including the Charles Schwab Impact Conference and the Markets Group Private Wealth Forum.
Managing Partner, Chief Operations and Compliance Officer romy@betawealthgroup.com
Romy M. Brown is chief operations and compliance officer of Beta Wealth Group. In this leadership role she helps manage operations, oversee regulatory measures and compliance and supports the Company’s future growth plans.
Romy has over 20 years of experience in the financial advisory and planning industry, specializing in operations, finance, compliance and technology. Her solid background in running and providing executive level support for Registered Investment Advisor practices makes Romy an asset to the firm.
Braxton Leicht, EA
Financial Planning Associate braxton@betawealthgroup.com
Braxton Leicht is a seasoned professional with a diverse background spanning over 15 years. With over a decade of service in the US Air Force within linguistics, intelligence services, and criminal and fraud investigations, Braxton brings a unique perspective to his current role as a financial planning associate at Beta Wealth Group.
As an Enrolled Agent admitted to practice before the IRS, Braxton is well-equipped to manage a wide range of financial matters. While focusing on enhancing the client experience, Braxton also plays a crucial role in driving company growth through his efforts behind the scenes.
With his diverse skill set and experience, Braxton is a valuable asset to both Beta Wealth Group and its clients, offering financial guidance and support.
Take The First Step.
Start your journey towards long term financial security by scheduling your first consultation.