Broker Check
Beaux DeLattre

Beaux DeLattre

Financial Professional

With over fifteen years of experience in the financial services industry, I specialize in helping families plan for a secure and successful retirement. I use a holistic approach to planning that begins with a clear understanding of my clients’ needs and goals. From there, I build a customized, comprehensive plan that focuses on small, manageable steps. I help my clients reach financial freedom while being prepared for every stage of life. My clients receive one-on-one financial guidance, regular meetings, personal service, and direct access.

Comprehensive financial plans include:

  • Group & individual retirement plans
  • Life, disability, and long-term care insurance
  • College savings strategies
  • Estate Planning
  • Tax management

I have a bachelor’s degree from West Virginia University (WVU) and am actively involved in my local community. Outside of work, I enjoy spending time with my wife, Holly, and our four children Shyla, Declan, Ashlynn, and Brooklyn. I also enjoy traveling and playing hockey.

Whether your financial goals are simplistic or unique, I offer consistent, trustworthy, and personalized solutions to provide a lifetime of financial security.