Our Firm

Beckman Investments has been serving clients on the beautiful North Coast since 1955.

Together our financial advisors share a combined experience of over 57 years and are dedicated to building solutions that protect and grow our clients' holdings by utilizing a wide range of wealth management products and services.

We are also supported by the vast resources of SA Stone Wealth Management, which provides the tools to tailor strategies to support our individual clients' needs.

  • Personalized Individual Portfolios
  • Income Strategies
  • Qualified Retirement Plans/IRAs and Retirement Distributions
  • Succession Planning – Business and Personal
  • Asset Gifting
  • Preparing for the Unexpected
  • Estate Consideration

Beckman Investments will be there to help with your investment needs well into the future.