Investment Advisory Services, Financial Planning, Wealth Management and Retirement Plan Services in Middleton, WI.

Beacon Pointe is a Middleton based wealth advisor and is one of the largest Registered Investment Advisor firms (RIAs) in the nation working with institutions, defined contribution plans, individuals and families. Our team of investment advisors and financial planners in Middleton focuses on full service financial planning and research driven investments.

Our fiduciary responsibility to clients and our holistic allWEALTH® approach addresses all aspects of your financial well-being including but not limited to wealth and retirement planning, estate and tax strategy planning, insurance reviews and risk assessments, charitable giving and education planning, values-based (SRI/ESG) investing, life transition support for divorcées and widows, financial planning for business owners and multi-generational family wealth and legacy planning.

We look forward to connecting with you virtually or at our Middleton office to see how best we can assist you with your investment portfolio and financial planning needs.

Contact Information

info@beaconpointe.com
(414) 257-4248

Meet the Middleton Financial Advisor Team

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Brian Bengry

Senior Wealth Advisor

Brian is a Senior Wealth Advisor for the Beacon Pointe Middleton office and has over 25 years of experience providing comprehensive financial planning and investment solutions for families, organizations, and institutions in Wisconsin. Brian specializes in risk and tax mitigation strategies, retirement solutions, and family legacy planning. Over the years, Brian has enhanced his financial planning expertise by assisting clients in attaining socially responsible, sustainable, and impactful investment goals. For over two decades, Brian has worked with families and organizations to help them integrate their philanthropic passions and values across their investment portfolios. Prior to joining forces with Beacon Pointe in 2024, Brian founded Conscious Capital Management, LLC, an advisory firm that concentrated on an approach to total ethical investments where he became a recognized speaker and educator on the topic of sustainable investing throughout Wisconsin. Growing up with honest and hardworking values learned on a family farm, Brian is passionate about delivering that same experience to every client. Outside of the office, Brian enjoys spending time with family and friends, in the great outdoors, or dedicating some time to different community initiatives, volunteering, and habitat restoration.

Heather Schaber

Senior Client Service Associate

Heather Schaber is a member of the Beacon Pointe Client Service Department and is responsible for partnering with the firm’s investment and wealth management teams to provide an elevated service experience for clients. Her duties include account administration, processing new and existing account paperwork, money transfers, and communicating with clients in a timely and effective manner. She holds her AAB in Business Management from Eastern Gateway and has 20 years of experience in customer service, marketing, management, and sales in the sectors of real estate, investments, and manufacturing. Outside of the office, Heather loves spending time with her family and is passionate about cooking, fishing, shooting archery, and winter sports.

Joseph Sherburne

Associate Wealth Advisor

Joseph (Joe) Sherburne is an Associate Wealth Advisor in the Beacon Pointe Milwaukee office and is responsible for partnering with the investment and financial planning teams to provide the firm’s clients with a personalized wealth management experience. His duties include investment strategy implementation, asset allocation modeling, portfolio performance reporting, and client services. Prior to joining Beacon Pointe, Joe was a financial advisor with Prudential. Joe graduated summa cum laude with a degree in financial economics from the University of Maryland, Baltimore County (UMBC). While at UMBC, he played basketball and was named Academic All-America Team Member of the Year in NCAA men’s Division I basketball and was a captain of the first-ever 16-seed to defeat a 1-seed in men’s March Madness. Outside the office, Joe enjoys spending time with his four nieces and soon-to-be nephew; playing basketball, golf, and any other sports he can; and wedding planning with his fiancée, Gretl.

Michael Weil, CFP®, CIMA®

Senior Wealth Advisor

Michael Weil is a Senior Wealth Advisor within Beacon Pointe’s Milwaukee office and has more than twenty years of experience working closely with individuals and families, with an expertise in investment management, financial planning, and risk management strategies. Michael has held various executive and senior level positions in the financial services industry with both McCarthy Grittinger Weil Financial Group and Strong Capital Management. Prior to joining Beacon Pointe, Michael was the Director of Wealth Management at Next Generation Wealth Management (which merged with Beacon Pointe in 2021). Mike graduated Magna Cum Laude with a bachelor’s degree in Business Administration and Finance from the University of Wisconsin-Milwaukee and holds the Certified Financial Planner™ (CFP®) and Certified Investment Management Analyst (CIMA) designations. He is an active member with the Association for the Rights of Citizens with handicaps (ARCh) and currently resides with his wife and their two children in Hartland, Wisconsin.

Meet the Middleton Financial Advisor Team

Filter By

Brian Bengry

Senior Wealth Advisor

Brian is a Senior Wealth Advisor for the Beacon Pointe Middleton office and has over 25 years of experience providing comprehensive financial planning and investment solutions for families, organizations, and institutions in Wisconsin. Brian specializes in risk and tax mitigation strategies, retirement solutions, and family legacy planning. Over the years, Brian has enhanced his financial planning expertise by assisting clients in attaining socially responsible, sustainable, and impactful investment goals. For over two decades, Brian has worked with families and organizations to help them integrate their philanthropic passions and values across their investment portfolios. Prior to joining forces with Beacon Pointe in 2024, Brian founded Conscious Capital Management, LLC, an advisory firm that concentrated on an approach to total ethical investments where he became a recognized speaker and educator on the topic of sustainable investing throughout Wisconsin. Growing up with honest and hardworking values learned on a family farm, Brian is passionate about delivering that same experience to every client. Outside of the office, Brian enjoys spending time with family and friends, in the great outdoors, or dedicating some time to different community initiatives, volunteering, and habitat restoration.

Heather Schaber

Senior Client Service Associate

Heather Schaber is a member of the Beacon Pointe Client Service Department and is responsible for partnering with the firm’s investment and wealth management teams to provide an elevated service experience for clients. Her duties include account administration, processing new and existing account paperwork, money transfers, and communicating with clients in a timely and effective manner. She holds her AAB in Business Management from Eastern Gateway and has 20 years of experience in customer service, marketing, management, and sales in the sectors of real estate, investments, and manufacturing. Outside of the office, Heather loves spending time with her family and is passionate about cooking, fishing, shooting archery, and winter sports.

Joseph Sherburne

Associate Wealth Advisor

Joseph (Joe) Sherburne is an Associate Wealth Advisor in the Beacon Pointe Milwaukee office and is responsible for partnering with the investment and financial planning teams to provide the firm’s clients with a personalized wealth management experience. His duties include investment strategy implementation, asset allocation modeling, portfolio performance reporting, and client services. Prior to joining Beacon Pointe, Joe was a financial advisor with Prudential. Joe graduated summa cum laude with a degree in financial economics from the University of Maryland, Baltimore County (UMBC). While at UMBC, he played basketball and was named Academic All-America Team Member of the Year in NCAA men’s Division I basketball and was a captain of the first-ever 16-seed to defeat a 1-seed in men’s March Madness. Outside the office, Joe enjoys spending time with his four nieces and soon-to-be nephew; playing basketball, golf, and any other sports he can; and wedding planning with his fiancée, Gretl.

Michael Weil, CFP®, CIMA®

Senior Wealth Advisor

Michael Weil is a Senior Wealth Advisor within Beacon Pointe’s Milwaukee office and has more than twenty years of experience working closely with individuals and families, with an expertise in investment management, financial planning, and risk management strategies. Michael has held various executive and senior level positions in the financial services industry with both McCarthy Grittinger Weil Financial Group and Strong Capital Management. Prior to joining Beacon Pointe, Michael was the Director of Wealth Management at Next Generation Wealth Management (which merged with Beacon Pointe in 2021). Mike graduated Magna Cum Laude with a bachelor’s degree in Business Administration and Finance from the University of Wisconsin-Milwaukee and holds the Certified Financial Planner™ (CFP®) and Certified Investment Management Analyst (CIMA) designations. He is an active member with the Association for the Rights of Citizens with handicaps (ARCh) and currently resides with his wife and their two children in Hartland, Wisconsin.

Meet the Middleton Financial Advisor Team

Filter By

Brian Bengry

Senior Wealth Advisor

Brian is a Senior Wealth Advisor for the Beacon Pointe Middleton office and has over 25 years of experience providing comprehensive financial planning and investment solutions for families, organizations, and institutions in Wisconsin. Brian specializes in risk and tax mitigation strategies, retirement solutions, and family legacy planning. Over the years, Brian has enhanced his financial planning expertise by assisting clients in attaining socially responsible, sustainable, and impactful investment goals. For over two decades, Brian has worked with families and organizations to help them integrate their philanthropic passions and values across their investment portfolios. Prior to joining forces with Beacon Pointe in 2024, Brian founded Conscious Capital Management, LLC, an advisory firm that concentrated on an approach to total ethical investments where he became a recognized speaker and educator on the topic of sustainable investing throughout Wisconsin. Growing up with honest and hardworking values learned on a family farm, Brian is passionate about delivering that same experience to every client. Outside of the office, Brian enjoys spending time with family and friends, in the great outdoors, or dedicating some time to different community initiatives, volunteering, and habitat restoration.

Heather Schaber

Senior Client Service Associate

Heather Schaber is a member of the Beacon Pointe Client Service Department and is responsible for partnering with the firm’s investment and wealth management teams to provide an elevated service experience for clients. Her duties include account administration, processing new and existing account paperwork, money transfers, and communicating with clients in a timely and effective manner. She holds her AAB in Business Management from Eastern Gateway and has 20 years of experience in customer service, marketing, management, and sales in the sectors of real estate, investments, and manufacturing. Outside of the office, Heather loves spending time with her family and is passionate about cooking, fishing, shooting archery, and winter sports.

Joseph Sherburne

Associate Wealth Advisor

Joseph (Joe) Sherburne is an Associate Wealth Advisor in the Beacon Pointe Milwaukee office and is responsible for partnering with the investment and financial planning teams to provide the firm’s clients with a personalized wealth management experience. His duties include investment strategy implementation, asset allocation modeling, portfolio performance reporting, and client services. Prior to joining Beacon Pointe, Joe was a financial advisor with Prudential. Joe graduated summa cum laude with a degree in financial economics from the University of Maryland, Baltimore County (UMBC). While at UMBC, he played basketball and was named Academic All-America Team Member of the Year in NCAA men’s Division I basketball and was a captain of the first-ever 16-seed to defeat a 1-seed in men’s March Madness. Outside the office, Joe enjoys spending time with his four nieces and soon-to-be nephew; playing basketball, golf, and any other sports he can; and wedding planning with his fiancée, Gretl.

Michael Weil, CFP®, CIMA®

Senior Wealth Advisor

Michael Weil is a Senior Wealth Advisor within Beacon Pointe’s Milwaukee office and has more than twenty years of experience working closely with individuals and families, with an expertise in investment management, financial planning, and risk management strategies. Michael has held various executive and senior level positions in the financial services industry with both McCarthy Grittinger Weil Financial Group and Strong Capital Management. Prior to joining Beacon Pointe, Michael was the Director of Wealth Management at Next Generation Wealth Management (which merged with Beacon Pointe in 2021). Mike graduated Magna Cum Laude with a bachelor’s degree in Business Administration and Finance from the University of Wisconsin-Milwaukee and holds the Certified Financial Planner™ (CFP®) and Certified Investment Management Analyst (CIMA) designations. He is an active member with the Association for the Rights of Citizens with handicaps (ARCh) and currently resides with his wife and their two children in Hartland, Wisconsin.

Connect with one of our trusted Financial Advisors in Middleton, WI.

We are here to be a partner with you on your personal wealth journey.  Please contact us if we can be of service.

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