Broker Check

Why We're Different

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:

  1. Using cost-effective investments
  2. Matching liabilities with cash-flow    
  3. Being tax-aware
  4. Reducing volatility 

Whatever your goals, whether they are aspirational or modest, short-term or long-term, our priority is to make them a reality. 

Brian Stein, MS, CFP®

President and Chief Wealth Strategist


Brian Stein is the President and Chief Wealth Strategist at Beacon Private Wealth Management (“Beacon”) located in Denver, Colorado. Brian’s diverse financial experiences set him apart from other advisors. His clients...

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Aaron Tank

Trading and Risk Specialist

Working as a specialist allows Aaron the ability to converse and work through issues each day. Coming from the retail/self-directed side of the securities industry, he seeks to ensure information is available and individuals are put...

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Amy Stein

Client Service Associate



Amy’s background in Human Development and Entrepreneurship makes her a valuable resource for Beacon’s clients. She is committed to anticipating client needs and providing meaningful and productive experiences. Born and...

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Carrie Wills

Operations Specialist

As Cashier, Carrie specializes in managing cash flow in terms of distributions and contributions. Her position includes additional responsibilities in the activation and management of various accounts. With 19 years of experience in...
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Josie Bautch

Operations Specialist

A Wisconsin native, Josie migrated to Iowa, where she graduated from Coe College with B.A. degrees in International Business and International Economics. As an Operations Specialist, Josie assists with all daily and periodic...

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Matt Vawter

Trading and Risk Specialist

Matt delivers a comprehensive wealth of knowledge of the industry and its processes. With over 25 years of experience, he has developed an understanding of handling the risk and pressures involved in the profession. His fascination...

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