Financial Planners
in Milwaukee, Wisconsin

Based in Milwaukee, our team at Beacon Pointe Advisors provides comprehensive wealth planning and customized investment strategies to assist clients with making well-informed, important life decisions related to their wealth.

10700 Research Drive, Suite 150, Milwaukee, WI 53226

(414) 257-4248

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Connect with Us

Connect with One of Our Trusted Financial Planners in Milwaukee, WI

We are committed to guiding individuals, families, and professionals through the intricacies of their financial journey.

10700 Research Drive, Suite 150, Milwaukee, WI 53226

(414) 257-4248

Get Directions
Client Testimonials

A well run profession company. They have served me well.

Contact This Office
The preceding testimonials are provided by clients of Beacon Pointe Advisors, LLC. Clients are not being compensated for sharing their opinions and experience with the firm. Testimonials are based on an individual’s experience with the firm and do not guarantee a level of success, nor do they guarantee that all clients will have the same experience.

A well run profession company. They have served me well.

Contact This Office
The preceding testimonials are provided by clients of Beacon Pointe Advisors, LLC. Clients are not being compensated for sharing their opinions and experience with the firm. Testimonials are based on an individual’s experience with the firm and do not guarantee a level of success, nor do they guarantee that all clients will have the same experience.

Financial Advisory Services Tailored to Your Needs

Our process and attention to detail ensure your wealth plan allows you to make smart choices about your financial future through informed decisions.

Financial Planning
Our holistic allWEALTH® approach addresses all aspects of your financial well-being.

Financial Planning

Retirement Planning
We help clients achieve their best retirement by making smart, informed choices now.

Retirement Planning

Estate Planning
We’ll help ensure you have the necessary documents in place to protect your family and legacy.

Estate Planning

Strategic Tax Planning
Our team is well-versed at integrating tax strategies across your portfolio and financial plan.

Strategic Tax Planning

Investment Management
We offer customized investment solutions with diverse strategies on an open platform.

Investment Management

Healthcare Planning
Our team can guide you in confidently planning for your future healthcare needs.

Healthcare Planning

Asset Protection
Our team uses their expertise to design a protection plan for your family and assets.

Asset Protection

Family Office Services
Our role is to help ensure that your wealth will last you and your family for generations to come.

Family Office Services

Meet Our Milwaukee Financial Planners & Advisors

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David Massart

Partner, Managing Director

David Massart is a Partner and Managing Director at Beacon Pointe Advisors with over twenty years of entrepreneurial experience working with high-net-worth individuals and families. David is responsible for establishing strategic and tactical asset allocation decisions, investment manager evaluation, and client relationship management. David has held a variety of leadership roles within the financial services industry including roles as a Manager at Wells Fargo Investments, LLC and Managing Director at Strong Capital Management, Inc. He later went on to found Next Generation Wealth Management (which merged with Beacon Pointe in 2021). David’s expertise is frequently sought after for public speaking on a variety of wealth management topics including asset allocation, portfolio design, tax-aware investment strategies, and retirement planning. He currently serves as a trustee of U.S. Bank’s Managed Portfolio Series Trust and ETF Series Solutions Trust, which are SEC-registered open-end management investment companies. In 2006, David co-founded Next Generation Philanthropy, LLC, and is the founder of the Next Generation Entrepreneurs Group, a Milwaukee-based think-tank for entrepreneurial professionals. David has an undergraduate degree in Business Management from the University of Minnesota where he achieved the honor of being a three-time Bierman Scholar and was awarded a four-year Varsity Tennis scholarship, winning two Big Ten Men’s Tennis Team Championships during his time there. David is married and currently resides with his wife and two children in Elm Grove, Wisconsin.

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.

Jeffrey Kralovec

Senior Relationship Manager

Jeffrey is responsible for client servicing and new client development within Beacon Pointe’s Milwaukie Office, dedicated to building deep relationships and providing clients with a superior service experience. Jeffrey has more than 13 years of experience in the financial services industry and has a passion for investment research, financial and retirement planning, and relationship management. Jeffrey began his career as an Operations Specialist in the Private Client Services Group at Wells Fargo Investments, LLC, and the Strong Private Client Group at Strong Capital Management, Inc. Prior to joining Beacon Pointe, Jeffrey was a Wealth Manager at Next Generation Wealth Management (which merged with Beacon Pointe in 2021). Jeffrey graduated from Ripon College with a bachelor’s degree in Economics and was also an active member of the Varsity Basketball Team – which won the Midwest Athletic Conference Championship during his time there. Outside of the office, Jeffery is passionate about sanctioned bicycle events and outdoor activities such as hiking, kayaking and trail running and works closely with his father in maintaining their outdoor recreational market business.

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 Our Milwaukee Financial Planners & Advisors

Filter By

David Massart

Partner, Managing Director

David Massart is a Partner and Managing Director at Beacon Pointe Advisors with over twenty years of entrepreneurial experience working with high-net-worth individuals and families. David is responsible for establishing strategic and tactical asset allocation decisions, investment manager evaluation, and client relationship management. David has held a variety of leadership roles within the financial services industry including roles as a Manager at Wells Fargo Investments, LLC and Managing Director at Strong Capital Management, Inc. He later went on to found Next Generation Wealth Management (which merged with Beacon Pointe in 2021). David’s expertise is frequently sought after for public speaking on a variety of wealth management topics including asset allocation, portfolio design, tax-aware investment strategies, and retirement planning. He currently serves as a trustee of U.S. Bank’s Managed Portfolio Series Trust and ETF Series Solutions Trust, which are SEC-registered open-end management investment companies. In 2006, David co-founded Next Generation Philanthropy, LLC, and is the founder of the Next Generation Entrepreneurs Group, a Milwaukee-based think-tank for entrepreneurial professionals. David has an undergraduate degree in Business Management from the University of Minnesota where he achieved the honor of being a three-time Bierman Scholar and was awarded a four-year Varsity Tennis scholarship, winning two Big Ten Men’s Tennis Team Championships during his time there. David is married and currently resides with his wife and two children in Elm Grove, Wisconsin.

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.

Jeffrey Kralovec

Senior Relationship Manager

Jeffrey is responsible for client servicing and new client development within Beacon Pointe’s Milwaukie Office, dedicated to building deep relationships and providing clients with a superior service experience. Jeffrey has more than 13 years of experience in the financial services industry and has a passion for investment research, financial and retirement planning, and relationship management. Jeffrey began his career as an Operations Specialist in the Private Client Services Group at Wells Fargo Investments, LLC, and the Strong Private Client Group at Strong Capital Management, Inc. Prior to joining Beacon Pointe, Jeffrey was a Wealth Manager at Next Generation Wealth Management (which merged with Beacon Pointe in 2021). Jeffrey graduated from Ripon College with a bachelor’s degree in Economics and was also an active member of the Varsity Basketball Team – which won the Midwest Athletic Conference Championship during his time there. Outside of the office, Jeffery is passionate about sanctioned bicycle events and outdoor activities such as hiking, kayaking and trail running and works closely with his father in maintaining their outdoor recreational market business.

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 Our Milwaukee Financial Planners & Advisors

Filter By

David Massart

Partner, Managing Director

David Massart is a Partner and Managing Director at Beacon Pointe Advisors with over twenty years of entrepreneurial experience working with high-net-worth individuals and families. David is responsible for establishing strategic and tactical asset allocation decisions, investment manager evaluation, and client relationship management. David has held a variety of leadership roles within the financial services industry including roles as a Manager at Wells Fargo Investments, LLC and Managing Director at Strong Capital Management, Inc. He later went on to found Next Generation Wealth Management (which merged with Beacon Pointe in 2021). David’s expertise is frequently sought after for public speaking on a variety of wealth management topics including asset allocation, portfolio design, tax-aware investment strategies, and retirement planning. He currently serves as a trustee of U.S. Bank’s Managed Portfolio Series Trust and ETF Series Solutions Trust, which are SEC-registered open-end management investment companies. In 2006, David co-founded Next Generation Philanthropy, LLC, and is the founder of the Next Generation Entrepreneurs Group, a Milwaukee-based think-tank for entrepreneurial professionals. David has an undergraduate degree in Business Management from the University of Minnesota where he achieved the honor of being a three-time Bierman Scholar and was awarded a four-year Varsity Tennis scholarship, winning two Big Ten Men’s Tennis Team Championships during his time there. David is married and currently resides with his wife and two children in Elm Grove, Wisconsin.

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.

Jeffrey Kralovec

Senior Relationship Manager

Jeffrey is responsible for client servicing and new client development within Beacon Pointe’s Milwaukie Office, dedicated to building deep relationships and providing clients with a superior service experience. Jeffrey has more than 13 years of experience in the financial services industry and has a passion for investment research, financial and retirement planning, and relationship management. Jeffrey began his career as an Operations Specialist in the Private Client Services Group at Wells Fargo Investments, LLC, and the Strong Private Client Group at Strong Capital Management, Inc. Prior to joining Beacon Pointe, Jeffrey was a Wealth Manager at Next Generation Wealth Management (which merged with Beacon Pointe in 2021). Jeffrey graduated from Ripon College with a bachelor’s degree in Economics and was also an active member of the Varsity Basketball Team – which won the Midwest Athletic Conference Championship during his time there. Outside of the office, Jeffery is passionate about sanctioned bicycle events and outdoor activities such as hiking, kayaking and trail running and works closely with his father in maintaining their outdoor recreational market business.

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 the Milwaukee area.

We are here to be a partner with you on your personal wealth journey.  Please contact our Milwaukee, WI team if we can be of service.

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