Brian Bengry
Senior Wealth Advisor

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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.