Craig has spent his career serving attorneys, lobbyists, entrepreneurs, business owners, and surviving spouses. He understands your particular set of challenges, such as how to plan around the vesting schedules of equity compensation or how to gain tax benefits from charitable planning.
A Smaller Firm with Personalized Attention
A small tagline
Beden Wealth Management is not a large financial corporation. Craig and his expert team devote greater resources to a smaller client list. This allows you access to the personalized attention needed to integrate your many assets and help grow your high-wealth portfolio.
A small tagline
Larger financial firms are often only able to offer one-size-fits-all solutions, but your goals are not one-size-fits-all. They're unique, which is why you've been successful. Success requires detailed care and the ability to reinvent and strategize. Beden Wealth designs customized wealth management opportunities for each individual client.
A Goal-Oriented Outlook
As an affluent professional, you will likely have a goal-oriented outlook on life, and keep your eye on the prize. Craig and his team share your vision for meeting life's challenges head-on and concentrating on developing innovative investment strategies that consistently yield results.
An In-House Compliance Department
The entire staff at Beden Wealth Management is dedicated to ensuring compliance with all federal and state laws, rules, and regulations surrounding investments and estate planning. Each member of Craig's team is committed to integrity in their role every day. The proof is in their resulting excellent record of compliance.
An Unsurpassed Focus on Equity Compensation Planning
Many executive-level clients have non-cash compensation assets in their portfolios, such as company stock and equity options. Craig has set the bar in the field of equity compensation planning and focuses on how to design strategies to help develop the growth potential of these assets, including concentrated stock or non-qualified stock.
"My mission is to use my insight and experience to help my clients uncover their life’s goals,
and design a path to reach them, through our wealth management planning."
For 30 years, we have served the unique needs of attorneys. Over the course of a legal career, many generate substantial income; however, ultimate long-term wealth accumulation and financial security depends equally on habits and how wealth is managed. We have been able to help deliver a comprehensive, holistic approach to the needs of attorneys and their families. We work to impact all areas of an attorney’s financial life through planning, investment management strategies, and overall wealth management to provide solutions to a variety of complexities and issues.
High Income Professionals
Our practice has been designed to assist in managing the financial lives and legacies of smart, busy people. We know that making money is quite different than managing money. Many of our clients are extremely successful at making money but that often does not leave a lot of time to be an expert in personal money management. We work with those professionals who are interested in delegating the management of their wealth to specialists.
Through introductions from our current clients, we also have served many widows helping them understand their wealth and plan for their financial future. We know that when an individual becomes suddenly single, it is critically important to have a team of trusted advocates that can help to get your financial house in order. We assist widows with planning and managing their financial affairs.
That may include:
Evaluating your personal and household expenses
Determining where your money is and organizing it
Helping make smart (not hasty) moves with your money
Making recommendations based on your best interests
Coordinating a team of experts for you
Delivering objective investment and financial advice
Educating you on all of the elements of your financial life
Craig Beden is a registered representative of and offers securities, investment advisory and financial planning services through MML Investors Services, LLC, Member SIPC (www.sipc.org).
Beden Wealth Management is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies.
1593 Spring Hill Road, Suite 500 E, Vienna, VA 22182. (703) 847-9660.
The FIVE STAR Wealth Manager Award is granted by Five Star Professional, an independent marketing firm. This award is not indicative of future performance and is based on nominations by industry professionals in a given market area and objective criteria including favorable regulatory and complaint history, reviews conducted by the firm, retention rates, and client assets.
Forbes Best in State: To review the full research methodology click here. To learn more about the Financial Times 400 Top Financial Advisers click here.