Our Partners

Beacon provides the wealth management services. We've also partnered with two operational service-providers who work separately, yet harmoniously to serve you. These additional parties create an important separation between the advisor, trade execution and compliance, and the custodian of your money.

Nations Financial Group, Inc. is a boutique Broker-Dealer and Registered Investment Adviser established in 1998. Nations provides compliance oversight and support. Brian Stein is dually licensed under Nations as a Registered Representative (Series 7) and Investment Adviser Representative (Series 66). Nations Financial Group provides the critical function of supporting Beacon Private Wealth Management so that we can focus on serving you.  

First Clearing carries your account and acts as your custodian for funds and securities deposited directly by you, through NFGI, or as a result of transactions it processes for your account. First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

In addition to SIPC insurance, accounts held at First Clearing are also insured through London Underwriters, led by Lloyd’s of London Syndicates.