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

Beacon Pointe is a Milwaukee 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 Milwaukee 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 Milwaukee office to see how best we can assist you with your investment portfolio and financial planning needs.

Contact Information

Meet the Milwaukee Financial Advisor Team

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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 the Milwaukee Financial Advisor Team

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 the Milwaukee Financial Advisor Team

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 Milwaukee, 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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