Simplify The Complexity Of Your Financial Life

No two clients, individuals or business owners, are the same, they all face unique challenges that require unique strategies.
We focus on helping clients simplify and streamline their financial life by creating a disciplined plan that enables them to reach their goals.

Our Services

BKS Wealth focuses in both financial planning and investment management strategies, whether you’re planning for retirement, education, estate or tax planning, or just establishing an investment portfolio. We prepare financial plans that help to turn anxiety into confidence while aiming to build and preserve your assets for the future.

Developing a disciplined and systematic approach to your financial future is the most important ingredient of a client’s financial success. We believe a solid strategy will bring structure to help clients stay focused and alleviate emotion from the investment decision-making process.

Investment management can make or break the client’s ability to reach their financial success. Having a portfolio strategy matched with their risk tolerance and time horizon is critical to attaining a client’s goals and needs. We believe each client is unique, as such, at BKS Wealth we personalize investment strategies for each client. We diversify assets and allocate funds to different investment classifications in order to reduce risk and provide growth opportunities.

Meet Your Advisor

Becki is the founder and Chief Investment Officer at BKS Wealth. She has over 30 years of experience in the investment industry. She is a strategic thinker to best help clients develop strategies for their specific circumstances.

Prior to BKS Wealth, Becki was with JBL Wealth Strategies, WFA San Diego and Financial Sense here in San Diego. She was responsible for the strategic and tactical asset allocation of client accounts and included working with clients to help them with all aspects of their financial needs. Previously, Becki was a Portfolio Manager and Team Leader for Brandes Investment Partners, L.P. where she developed and presented strategic direction of the International Portfolio to the investment committee as well as managing client portfolios and relationships.

Becki earned her MBA in Finance from the University of San Diego and a Bachelor of Science in Finance from San Diego State University. She is a Chartered Financial Analyst and Certified Financial Planner™.

Becki has lived in San Diego most of her life and lives in Point Loma with her husband.

Becki Sutton, CFA, CFP®

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Michael K. (Mick) McMahan

Boards

The founder and Chairman Emeritus of Gaston Capital Partners. He has more than thirty-five years experience managing investment portfolios and working with small businesses, and has been listed as a top-ranked Charlotte-area financial advisor by the Charlotte Business Journal and in Barron’s as one of the top 100 independent financial advisers in the country. Mick currently serves on the board of Enviro-Master International, and Pronuvis. Mick resides in Belmont (NC), and has a BA and MPA from the University of North Carolina (Chapel Hill).

Education

Glenn Walthall

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Glenn serves as the Firm’s Managing Partner and Chief Executive Officer. His career spans thirty years as a venture capitalist, investment banker, bank executive and consultant. Glenn is currently the Chairman of Bold Therapeutics, and Intezyne Technologies, and a board member of Enviro-Master International, SMRxT, and Mobility Designed. He resides in Charlotte (NC), and has a BS and MBA from Virginia Tech.

Education

Don McCaughey

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Don joined Gaston Capital as its Director of Business Development in 2018 after 17 years at Eaton Vance Corporation, where he served as Vice President, Regional Director. Don has raised over $5 billion in Private Placements, SMA, and 40 Act Funds. He is currently a board member of Mobility Designed and received his BS from Chapman College and MBA from Pepperdine University.

Education

Kyle Radavich

Kyle joined Gaston Capital in 2024 as an Associate, where he evaluates new investment opportunities, creates and reviews term sheets and IOIs, and participates in management meetings. Kyle reviews third party due diligence, monitors portfolio companies along with related financials and valuations. He received his BBA in Finance from The University of Wisconsin, Oshkosh.

Education

More about BKS

BKS Wealth is a financial planning and investment management firm providing objective and prudent advice to individuals, families, and small businesses. We are dedicated to providing advice and recommendations in the client’s best interest.

Whether the client is in the wealth accumulation, wealth preservation or retirement phase, BKS Wealth can help bring focus and discipline to the client’s long-term strategy while maintaining an outlook on retirement goals. We believe the word “wealth” can mean different things to different clients depending on their goals and lifestyle. BKS Wealth is committed to helping each client envision their unique path of financial success.

We take our fiduciary duty as an investment advisor seriously when providing standard when providing financial planning and investment advice to our clients. The clients’ needs should always take precedence while maintaining a prudent structure to attain their financial goals. We are passionate about our work and services in order to see our clients reach their financial success.

To learn more about BKS Wealth, please review the most recent Form ADV Part 2A.

Get in touch

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