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THE LEADING
Wealth Management Service

A Boutique Wealth Management Firm Specializing in Wealth Growth, Investment and Insurance Portfolio Management

A Boutique Wealth Management Firm Specializing in Wealth Growth, Investment and Insurance Portfolio Management

Services

Service Offering Includes:

Hedge Funds
Credit Funds for Individuals
Credit Funds for Businesses
REIT
Real estate development and improvement
transactions in Israel and abroad
Financial Savings Plans
Provident Funds
Education Fund
Shay Becker is founder and CEO of Becker Wealth Management creating holistic and customized analyses and plans for individuals, families and organizations. He works hand in hand with clients to create the most fitting portfolios based on comprehensive examination of the client’s needs, risk aversion, asset distribution and tax obligations. Prior to founding Becker Wealth Management, Shay held senior positions at large insurance companies and agencies in Israel. Shay works in partnership with Profit Financial Services, the largest financial group in Israel.

How it works

Determine Goals & Objectives

Align on your wealth growth and ongoing management objectives based on existing capital and desired risk level, from moderate to high risk components.

Strategic Roadmap for Financial Realization

Craft a financial transformation roadmap and determine allocation of assets and desired investment channels.

Channel Selection

Select from a variety of high-yield, cutting-edge investment opportunities based on your desired level of liquidity, currency and payout.

Ongoing Monitoring & Management

Continuous management of client portfolios and consistent communication including monthly updates and quarterly reviews of profit and progress. We provide hand held service, on demand meetings and periodic reviews as well as updating existing investments while the portfolio is in motion.

Testimonials

Shay is the ultimate insurance
advisor and financial planner

I have been working with Shay for the last couple of years, and he has provided me with exceptional guidance and execution. Moreover, helped me define and establish a plan to keep pace with the constantly changing insurance regulations, making my family savings adjusted and secured. Top professional, great personality, always there when I need him.

Ranny NachmiasFormer Founder & CEO of Alcide (acquired by Rapid7)
// Managing Director of Ignite by Intel
I have had the pleasure of working closely
with Shay for the past 4 years

Throughout this time he has been my personal advisor around financial planning and investment as well as insurance planning and management for both me and my family members. The best thing that Shay provides us with is peace of mind and confidence. I know that I am in good hands and that everything I need within this realm is completely covered. At any point in time I know that Shay is giving me the best advice and guidance. There were numerous cases where his advice helped me get the best care for my kids, and others where he saved me a lot of money. Beyond being very professional, Shay is very fun to work with, and I am happy that I have the chance to work with him.
Elad ShulmanFounder of Segasec (acq. NASDAQ: MIME)
Shay identified a variety of high-yield,
cutting-edge investment opportunities

I have had the pleasure of working closely with Shay on my financial planning. After understanding my unique financial position and requirements, Shay identified a variety of high-yield, cutting-edge investment opportunities with various risk profiles that are suitable to my needs. I'm pretty sure I wouldn’t have been otherwise exposed to these opportunities. I feel confident that my investment portfolio management is in good and capable hands with Becker Wealth Management.

Uri CohenVP Product at Elastic
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Shay is the ultimate insurance advisor and financial planner

I have been working with Shay for the last couple of years, and he has provided me with exceptional guidance and execution. Moreover, helped me define and establish a plan to keep pace with the constantly changing insurance regulations, making my family savings adjusted and secured. Top professional, great personality, always there when I need him.
Ranny NachmiasFormer Founder & CEO of Alcide (acquired by Rapid7)
// Managing Director of Ignite by Intel
I have had the pleasure of working closely with Shay for the past 4 years

Throughout this time he has been my personal advisor around financial planning and investment as well as insurance planning and management for both me and my family members. The best thing that Shay provides us with is peace of mind and confidence. I know that I am in good hands and that everything I need within this realm is completely covered. At any point in time I know that Shay is giving me the best advice and guidance. There were numerous cases where his advice helped me get the best care for my kids, and others where he saved me a lot of money. Beyond being very professional, Shay is very fun to work with, and I am happy that I have the chance to work with him.
Elad ShulmanFounder of Segasec (acq. NASDAQ: MIME)
Shay identified a variety of high-yield, cutting-edge investment opportunities

I have had the pleasure of working closely with Shay on my financial planning. After understanding my unique financial position and requirements, Shay identified a variety of high-yield, cutting-edge investment opportunities with various risk profiles that are suitable to my needs. I'm pretty sure I wouldn’t have been otherwise exposed to these opportunities. I feel confident that my investment portfolio management is in good and capable hands with Becker Wealth Management.
Uri CohenVP Product at Elastic

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Get in Touch

+972-53-275-8445
Shayb@profit-fs.com

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