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.

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.

Eileen Karvala

Operations Manager

Eileen is the Operations Manager for Beacon Pointe’s Milwaukee office and has over fifteen years of experience working in the fields of Marketing, Insurance, and Counseling, where providing personalized service and developing trust-centered relationships with clients is paramount. Eileen spent a decade managing the research department at a major global marketing agency where she provided research services to a roster of high-profile clients including Capital One, Visa, U.S. Bank, The Hartford, Hershey, Comcast, and BP (among others). Earlier in her career, Eileen was employed as an insurance claims analyst, and also managed the claims clerical department and staff. Finally, Eileen has worked in the counseling field, both as a community crisis counselor, as well as a school guidance counselor. Prior to joining Beacon Pointe, she was the Business Manager for Next Generation Wealth Management (which merged with Beacon Pointe in 2021). Eileen graduated with a B.A. in English and M.S. in Counseling from the University of Wisconsin-Whitewater, graduating Magna Cum Laude. Eileen is married and currently resides in Oconomowoc, Wisconsin with her husband and daughter.

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.

Jeffrey Robbins, CFP®

Senior Planner

Jeffrey (Jeff) Robbins is a Senior Planner for the Beacon Pointe Milwaukee office and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide customized solutions that help clients meet their financial goals. Jeff has a breadth of experience in the financial services industry, having worked for two related SEC-registered investment advisers based in the Midwest as well as a legacy advisory and separately managed account business.  Jeff managed operations for a hedge fund adviser, and garnered experience in a wide variety of roles including research analyst, relationship management, trading, and supporting compliance functions.  Jeff also owned his own financial and investment advisory practice, located in Brookfield, Wisconsin, for nearly nine years. Prior to joining Beacon Pointe, Jeff was a Wealth Manager at Next Generation Wealth Management (which merged with Beacon Pointe in 2021). Jeff received a bachelor’s degree in Political Economy and Finance from Hillside College and currently resident in Waukesha, Wisconsin with his wife and son.

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.

Eileen Karvala

Operations Manager

Eileen is the Operations Manager for Beacon Pointe’s Milwaukee office and has over fifteen years of experience working in the fields of Marketing, Insurance, and Counseling, where providing personalized service and developing trust-centered relationships with clients is paramount. Eileen spent a decade managing the research department at a major global marketing agency where she provided research services to a roster of high-profile clients including Capital One, Visa, U.S. Bank, The Hartford, Hershey, Comcast, and BP (among others). Earlier in her career, Eileen was employed as an insurance claims analyst, and also managed the claims clerical department and staff. Finally, Eileen has worked in the counseling field, both as a community crisis counselor, as well as a school guidance counselor. Prior to joining Beacon Pointe, she was the Business Manager for Next Generation Wealth Management (which merged with Beacon Pointe in 2021). Eileen graduated with a B.A. in English and M.S. in Counseling from the University of Wisconsin-Whitewater, graduating Magna Cum Laude. Eileen is married and currently resides in Oconomowoc, Wisconsin with her husband and daughter.

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.

Jeffrey Robbins, CFP®

Senior Planner

Jeffrey (Jeff) Robbins is a Senior Planner for the Beacon Pointe Milwaukee office and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide customized solutions that help clients meet their financial goals. Jeff has a breadth of experience in the financial services industry, having worked for two related SEC-registered investment advisers based in the Midwest as well as a legacy advisory and separately managed account business.  Jeff managed operations for a hedge fund adviser, and garnered experience in a wide variety of roles including research analyst, relationship management, trading, and supporting compliance functions.  Jeff also owned his own financial and investment advisory practice, located in Brookfield, Wisconsin, for nearly nine years. Prior to joining Beacon Pointe, Jeff was a Wealth Manager at Next Generation Wealth Management (which merged with Beacon Pointe in 2021). Jeff received a bachelor’s degree in Political Economy and Finance from Hillside College and currently resident in Waukesha, Wisconsin with his wife and son.

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.

Eileen Karvala

Operations Manager

Eileen is the Operations Manager for Beacon Pointe’s Milwaukee office and has over fifteen years of experience working in the fields of Marketing, Insurance, and Counseling, where providing personalized service and developing trust-centered relationships with clients is paramount. Eileen spent a decade managing the research department at a major global marketing agency where she provided research services to a roster of high-profile clients including Capital One, Visa, U.S. Bank, The Hartford, Hershey, Comcast, and BP (among others). Earlier in her career, Eileen was employed as an insurance claims analyst, and also managed the claims clerical department and staff. Finally, Eileen has worked in the counseling field, both as a community crisis counselor, as well as a school guidance counselor. Prior to joining Beacon Pointe, she was the Business Manager for Next Generation Wealth Management (which merged with Beacon Pointe in 2021). Eileen graduated with a B.A. in English and M.S. in Counseling from the University of Wisconsin-Whitewater, graduating Magna Cum Laude. Eileen is married and currently resides in Oconomowoc, Wisconsin with her husband and daughter.

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.

Jeffrey Robbins, CFP®

Senior Planner

Jeffrey (Jeff) Robbins is a Senior Planner for the Beacon Pointe Milwaukee office and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide customized solutions that help clients meet their financial goals. Jeff has a breadth of experience in the financial services industry, having worked for two related SEC-registered investment advisers based in the Midwest as well as a legacy advisory and separately managed account business.  Jeff managed operations for a hedge fund adviser, and garnered experience in a wide variety of roles including research analyst, relationship management, trading, and supporting compliance functions.  Jeff also owned his own financial and investment advisory practice, located in Brookfield, Wisconsin, for nearly nine years. Prior to joining Beacon Pointe, Jeff was a Wealth Manager at Next Generation Wealth Management (which merged with Beacon Pointe in 2021). Jeff received a bachelor’s degree in Political Economy and Finance from Hillside College and currently resident in Waukesha, Wisconsin with his wife and son.

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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