Exact Wealth is an independent firm who works for you and you only—we are not tied to any financial product provider. In addition to our team of experienced professionals, we are partners with dozens of A-rated financial institutions, we utilize the Charles Schwab platform, and we have access to nearly any retirement solution. We are dedicated to helping our clients preserve and grow their wealth, while maintaining a focus on their long-term financial security and peace of mind.
About Exact Wealth
Our Company Mission
Our mission at Exact Wealth is to help our clients achieve their financial and retirement goals through personalized and comprehensive wealth management solutions. We strive to build long-term relationships with our clients based on trust, transparency, and a deep understanding of their unique needs and objectives. Our experienced team of professionals is committed to providing exceptional service and advice, using a disciplined and proactive approach to investment management, risk mitigation, and life insurance.
John Becker
Co-Owner, Managing Partner
Ben Jerome, J.D.
Co-Owner, Managing Partner
Sarah Nugent-Noll
Retirement & Medicare Specialist
Our Team:
Being Prepared for Retirement Is Key
The retirement planners, financial professionals, investment advisors and financial planners at Exact Wealth provide customized plans for our pre-retirement clients in conjunction with CPAs and estate attorneys. We care about helping you retire with tax-advantaged retirement income that can last as long as you live. We help you pull all the various aspects of retirement together, from Medicare, Social Security, tax strategies, advanced estate planning concepts, wealth and asset management, annuities, life insurance and much more. We invite you to browse through these individual pages to learn more about each team member, their backgrounds, and their approach to their work.
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Our Story
Exact Wealth
Every situation requires a slightly different approach to best suit the goals of the individual. At Exact Wealth, we work with you to design the approach best suited to your situation with the goal of delivering you peace of mind. Our team has more than a combined 60+ years of knowledge and experience in the wealth management and financial services industry. Through our holistic approach, we feel like we cracked the code of how to service each individual by providing them the education they need to make an informed decision for their financial future.
Values
Age 65 Medicare Sign Up
Are you going to be 65 soon? You have a window from three months before to three months after your 65th birthday to sign up or potentially pay higher Medicare premiums for life. We can help!
Integrity
A financial advisory firm must uphold the highest standards of honesty and ethical behavior in all its activities. Trust is the cornerstone of any financial institution, and integrity is the foundation of trust.
Customer Focus
A financial advisory firm must prioritize the needs of its customers and work to deliver the best possible outcomes for them. This includes providing high-quality products and services that meet their needs and responding quickly and effectively to their inquiries and concerns.
Innovation
A financial advisory firm must embrace innovation and continuously explore new ways to improve its products, services, and operations. This includes leveraging emerging technologies and best practices to stay ahead of the curve and deliver exceptional value to customers.
Accountability
A financial advisory firm must take responsibility for its actions and be accountable to its customers. This includes being transparent about its business practices and financial performance and taking steps to address any issues or concerns that arise.
Schedule an Appointment
Free Consultation
Schedule a free consultation with one of our team members to help identify where you are currently at, so we can help you make an informed decision on how to accomplish your goals for the future.
