Keystone Wealth Management is a full-service financial advisory firm based in Waterloo, Iowa, dedicated to guiding clients toward financial freedom through personalized planning and investment strategies.
Background
Founded and operated by Dave Becker, a Chartered Financial Consultant, Keystone Wealth Management offers a comprehensive suite of financial services tailored to individuals, business owners, and corporations. The firm's mission is to assist clients in achieving their financial goals by providing personalized financial planning and investment management services. As a Registered Investment Advisor, Keystone Wealth Management operates independently, free from the constraints of proprietary product offerings, allowing for unbiased and client-centric solutions.
Key Strategic Focus
Keystone Wealth Management emphasizes personalized financial planning, recognizing that each client's vision of financial freedom is unique. The firm specializes in constructing and implementing tailored financial plans that align with clients' specific needs, objectives, risk tolerance, and long-term goals. By leveraging a wide range of financial products and services, Keystone Wealth Management aims to provide solutions that are both efficient and effective in helping clients achieve their financial aspirations.
Leadership Team
- Dave Becker: As the owner and primary financial advisor, Dave Becker brings extensive experience and a commitment to delivering clear and concise recommendations that directly address clients' financial objectives.
- Sharyl Weich: Serving as the administrative assistant, Sharyl joined Keystone Wealth Management in 2019, bringing 19 years of industry experience. Her warm and professional approach enhances the firm's client service experience.
Operational Insights
Keystone Wealth Management's independence as a Registered Investment Advisor allows the firm to operate without the conflicts of interest that may exist at other advisory firms, such as the obligation to offer proprietary products with higher commissions. This autonomy enables the firm to select what it believes to be the best solutions to help clients achieve their goals efficiently and effectively.
Note: The information provided is based on available data as of April 3, 2025.
