Sean Becker
Sean Becker
Financial Advisor
Business Planning
College Planning
Executive Compensation & Stock Options
High Net Worth Clients
Investment Management
Long-Term Care
New Investors
Physicians & Healthcare Professionals
Pre-Retirees & Retirees
Retirement Planning
Small Business Owners
Social Security Planning
Tax Strategy
ARTISANCAP
For over 20 years, Sean W. Becker has provided executive-level financial and business advisory services to individuals, entrepreneurs, and corporations around the world. As Founder and Principal Advisor of Becker Wealth Management, LLC, he brings a strategic, solutions-oriented approach to complex financial and operational challenges.
Sean began his career in engineering after earning a B.S. in Industrial Engineering and an M.S. in Engineering Management from UMass. He held early roles at General Electric and General Dynamics, before transitioning into leadership in business operations and financial services.
From 2004 to 2006, Sean served as COO at The Private Family Office, a firm serving ultra-high-net-worth individuals. There, he led day-to-day operations and executed a successful growth and exit strategy, culminating in the firm’s acquisition by Guggenheim Wealth Management.
In 2008, Sean launched a long-term succession plan with McMullin and Associates, where he became a registered Investment Advisor Representative and assumed leadership roles including Operations Executive and Investment Committee Chair.
Once the succession plan was completed, in 2022, Becker Wealth Management, LLC, was established to bring technical rigor and a client-first mindset to every engagement. The team’s work is driven by their passion for helping clients build lasting value.
