After almost a decade of working for a large investment firm, the goals of that organization and what we felt was best for our clients, began to diverge. It was at this time, in May of 2018, that Well-Traveled Wealth was founded. We set out to create something that would allow us to combine our love for life and adventure with our passion for working with our clients. Well-Traveled Wealth was born from the idea that money and wealth should not be something to collect for the sake of collecting, but rather a means to experience life and enjoy what matters most to you.
This month marks the 3-year anniversary of that vision. What began as a husband and wife team, has grown into a team of five. In 2019, two additional advisors joined our team, Arlene Dimitain and Claudia Herrera. They brought a wealth of knowledge and experience that only made us stronger as a firm. Their work ethic coupled with their adventurous personalities complemented Well-Traveled Wealth perfectly. With a team of advisors joining forces, we have set the foundation for a bright future.
As we continued to grow, the need for administrative help became apparent. In 2020, in the midst of a global pandemic, we added Emily Joyce as our office manager. Acting as a key organizer and communicator with the team and our clients, Emily has become indispensable to us.
As our business was forced to transition into a virtual setting, we were able to leverage technology. Through virtual meetings, we were able to become more efficient while increasing our level of service to clients. This was very impactful on many levels for our firm and we will continue including this in our servicing platform.
This is only the beginning of Well-Traveled Wealth. We have big plans for our firm and we are excited to take you along on this journey. Thank you to every single one of our clients that continues to place their trust and loyalty in us. We have come this far because of YOU.
-Todd and Yesenia Beckmann
