Brian Stein, CFP®
Chief Wealth Strategist
Understanding every aspect of personal finance can be daunting. Between investment selection, retirement planning, avoiding blind spots and ensuring your legacy, the decisions can be overwhelming. That’s where Beacon Private Wealth Management comes in. We are 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.
What Sets Beacon Private Wealth Management Apart
Experience and education matter. I’ve spent twenty-three years honing my financial expertise at well-known firms including Deloitte, ING Barings, and Morgan Stanley. My background as a CPA, investment banker, and portfolio manager, coupled with my Masters degree in Real Estate and CERTIFIED FINANCIAL PLANNERTM designation, make me 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. Today, many of those barriers have come down and investors have access to more strategies and solutions than ever before. The key is to work with an advisor who understands 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
- Matching liabilities with cash-flow
- Being tax-aware
- Reducing volatility
Whatever your goals, whether they are aspirational or modest, short-term or long-term, our priority is to make them a reality.