Brian Stein, CFP
Chief Wealth Strategist
What Sets Beacon Private Wealth Management Apart
For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming. That’s where my firm comes in. Beacon Private Wealth Management is an independent wealth management firm that is laser-focused on you! We create customized investment solutions and retirement plans to help individuals, families and business owners reach their goals.
As the President of Beacon Private Wealth Management, I’ve spent nearly twenty years honing my financial expertise at several well-known global firms including Deloitte, ING Barings, and Morgan Stanley. Having practiced as a CPA, investment banker, and portfolio manager, as well as obtaining a Masters degree in Real Estate, I am uniquely qualified to advise clients across the investment spectrum. This includes traditional investments like Stocks, Bonds, ETFs and Mutual Funds, as well as non-traditional investments like Real Estate and Private Equity.
Institutional-Quality Advice for Individuals, Families, and Businesses
As a former provider of wealth strategies and investment advice to Institutional-level clients, I observed that institutions invested differently from individuals. For decades, certain strategies that institutions and the uber-wealthy used to build and preserve wealth were unavailable to most investors. In the last five years, many of those barriers have come down and investors now have access to more strategies and solutions than ever before. The key is to work with an advisor who understands all of these strategies, both the benefits and pitfalls.
Beacon Private Wealth Management delivers institutional-quality wealth management solutions for individual investors. We accomplish this by:
- Using cost-effective investments
- Offsetting liabilities with cash-flow
- Mitigating taxes
- Reducing volatility
Whatever your goals, whether they are aspirational or modest, short-term or long-term, our priority is to make them a reality.