Beckerman Wealth

Nancy Tonachio is a financial advisor at Beckerman Wealth with five years of industry experience. She holds a Series 65 designation and has worked at Beckerman Institutional since 2020. In addition to her advisory role, Tonachio is a partner at Meyers, Meyers & Tonachio, a general practice law firm specializing in trusts and estates, real estate, and business law. Beckerman Wealth provides asset management and financial planning services to individual and high-net-worth clients, as well as retirement plan consulting to plan sponsors. The firm employs a client-focused investment approach that combines individualized asset allocation with macroeconomic analysis and proprietary security screening.

Peter Signori is a financial advisor at Beckerman Wealth with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Beckerman Institutional, LLC since 2013. Beckerman Wealth provides asset management and incidental financial planning to individual and high-net-worth clients, as well as non-discretionary retirement plan consulting to plan sponsors. The firm manages discretionary and non-discretionary accounts using individualized asset allocation informed by client objectives, risk tolerance, and macroeconomic analysis.

Daniel Beckerman is a financial advisor at Beckerman Wealth with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fortune Financial Services Inc. and Beckerman Institutional, LLC since 2006. In addition to advisory services, he is a licensed insurance agent selling fixed annuities and life insurance. Beckerman Wealth provides asset management and financial planning to individual and high-net-worth clients, as well as non-discretionary retirement plan consulting to plan sponsors. The firm employs a portfolio construction approach based on individualized asset allocation, macroeconomic analysis, and proprietary security screening, managing approximately $253 million in assets across 175 client relationships.

James Hoffman is a financial advisor at Beckerman Wealth in Ocean Grove, NJ, holding a Series 65 credential with three years of industry experience. He previously worked at International Planning Alliance before joining Beckerman Institutional. Beckerman Wealth provides asset management and financial planning services to individual and high-net-worth clients, as well as non-discretionary retirement plan consulting to plan sponsors. The firm employs a client-focused approach to portfolio construction, utilizing mutual funds, ETFs—including cryptocurrency ETFs when requested—and a mix of trading strategies within defined risk parameters.