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Connect with one of our trusted Financial Advisors in the Downtown Denver area. We are here to be a partner with you on your financial journey and help you make well-informed, important life decisions related to your wealth. Please contact our Denver, CO advisory team if we can be of service.
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Tom has been managing my retirement accounts for close to 20 years. I credit him for helping me retire at only 57 years of age.
Tom and his team are attentive to our specific needs. They take the time to listen to our financial questions and are experts addressing those questions. We highly recommend Beacon Pointe, Tom Stefaniak and his team in the Denver Office!
Tom Stefaniak is great and so is his staff. They definitely know what they are doing.
Great leadership and a great team. From the reception desk to the CFP offices, Beacon Pointe Advisors will take the time to learn about you and your future goals, so that when they act in your best interests as a fiduciary, they actually know what those interests are. You will feel right at home here.
Passion, knowledge and a genuine interest in achieving the best for clients is what makes a truly professional Financial Adviser. Tom and his team have this and more. Tom makes you feel like you are his best client, his business excellence sets him apart and I would highly recommend him to anyone wanting to achieve better financial outcomes.
The most professional, personal, fun financial team you will ever encounter. Integrity is at their core and I trust them whole heartedly.
Sean and his team have been there for me through many life transitions and even tragedies. I don’t know what I would have done without them. They don’t just treat me as a client but as a friend.
At Beacon Pointe, Tom Stefaniak and his entire staff take their fiduciary very seriously. I started with this group almost 30 years ago and have always received top notch financial advice and management. I have referred this group to several of my close friends and associates. You only do that with a group that you completely trust and know you can depend on.
Thanks to Tom’s investment planning and guidance, I was able to retire comfortably at my target age 12 years ago. Since then, we’ve enjoyed financial security with excellent products that provide guaranteed lifetime income, supplementing our pension and Social Security benefits. Tom’s deep financial expertise is always communicated in a clear and easy-to-understand way. He consistently monitors our investments, recommending adjustments when better options arise, and always has our best interests at heart. We trust him completely. The Beacon Pointe office atmosphere is friendly, welcoming, and relaxed, yet it’s clear the company is a well-oiled machine that operates with precision and efficiency. Tom treats his clients like extended family, as evidenced by the appreciation events he hosts throughout the year. I highly recommend Tom and his team to anyone seeking financial advice with unmatched expertise, professionalism, and exceptional customer service.
My wife and have been with Tom for now 25+years and he continues to provide us with his expertise and support. My wife and I are now both retired and thanks to Tom we are financially secure and very comfortable.
I was self-managing our finances and don’t have near the knowledge it takes to properly manage a portfolio before and during retirement. I don’t even want to guess how much money we would have lost if we didn’t join.
Tom Stefaniak and his team are the ultimate professionals you can trust. I have known Tom for 20 years, and he is an upstanding family man who cares about his clients and their success. He has built a team around him of good, kind professionals like himself. I highly recommend Tom and Beacon Pointe for your financial advice and management needs.
Fred and his very capable team have managed our portfolio and 401(k) for over 15 years. They are extremely informed and expert about market conditions, financial trends and investment strategies. In addition, they are very responsive and superb at customer service and communication. As I have told Fred frequently… we are able to sleep because Fred and his team don’t. Five stars are well deserved.
We have been with Brad Meyer for many years now and have a wonderful relationship with him and Beacon Pointe. And that’s the key word, relationship. It never feels like a transaction when we meet to discuss our financial health. It feels personal. Brad truly care about our success and is there to support us in any way possible with our setbacks. He encourages us to live our lives the way we want to all while helping us to understand and prepare for the financial implications of our choices. There is no judgement. There is healthy information, protection, and empowerment, with structured and sound plans to earn and build wealth as best as possible within our means. It is a friends and family feel at Beacon Pointe and we truly value our relationship. We never plan to leave.
Tom, Bryton, Carlos and the entire crew at Beacone Pointe have showed me and my family the utmost care and professionalism for more than 20 years. We are treated like family and we trust them to help us take care of our finances according to our needs and goals. The growth of our funds have been excellent. Everyone on Tom’s team is so responsive and helpful. If you are looking for a fiduciary, I strongly recommend them! They will take excellent care of you too.
Brad and and Beacon Pointe Advisors are awesome. They take the time to listen to your specific needs and understand the products that will help us meet our goals.
Been working with this crew for decades… their hard work and dedication is greatly appreciated. Very attentive, very forward-thinking, and easy to work with.
Tom has been managing my retirement accounts for close to 20 years. I credit him for helping me retire at only 57 years of age.
Tom and his team are attentive to our specific needs. They take the time to listen to our financial questions and are experts addressing those questions. We highly recommend Beacon Pointe, Tom Stefaniak and his team in the Denver Office!
Tom Stefaniak is great and so is his staff. They definitely know what they are doing.
Great leadership and a great team. From the reception desk to the CFP offices, Beacon Pointe Advisors will take the time to learn about you and your future goals, so that when they act in your best interests as a fiduciary, they actually know what those interests are. You will feel right at home here.
Passion, knowledge and a genuine interest in achieving the best for clients is what makes a truly professional Financial Adviser. Tom and his team have this and more. Tom makes you feel like you are his best client, his business excellence sets him apart and I would highly recommend him to anyone wanting to achieve better financial outcomes.
The most professional, personal, fun financial team you will ever encounter. Integrity is at their core and I trust them whole heartedly.
Sean and his team have been there for me through many life transitions and even tragedies. I don’t know what I would have done without them. They don’t just treat me as a client but as a friend.
At Beacon Pointe, Tom Stefaniak and his entire staff take their fiduciary very seriously. I started with this group almost 30 years ago and have always received top notch financial advice and management. I have referred this group to several of my close friends and associates. You only do that with a group that you completely trust and know you can depend on.
Thanks to Tom’s investment planning and guidance, I was able to retire comfortably at my target age 12 years ago. Since then, we’ve enjoyed financial security with excellent products that provide guaranteed lifetime income, supplementing our pension and Social Security benefits. Tom’s deep financial expertise is always communicated in a clear and easy-to-understand way. He consistently monitors our investments, recommending adjustments when better options arise, and always has our best interests at heart. We trust him completely. The Beacon Pointe office atmosphere is friendly, welcoming, and relaxed, yet it’s clear the company is a well-oiled machine that operates with precision and efficiency. Tom treats his clients like extended family, as evidenced by the appreciation events he hosts throughout the year. I highly recommend Tom and his team to anyone seeking financial advice with unmatched expertise, professionalism, and exceptional customer service.
My wife and have been with Tom for now 25+years and he continues to provide us with his expertise and support. My wife and I are now both retired and thanks to Tom we are financially secure and very comfortable.
I was self-managing our finances and don’t have near the knowledge it takes to properly manage a portfolio before and during retirement. I don’t even want to guess how much money we would have lost if we didn’t join.
Tom Stefaniak and his team are the ultimate professionals you can trust. I have known Tom for 20 years, and he is an upstanding family man who cares about his clients and their success. He has built a team around him of good, kind professionals like himself. I highly recommend Tom and Beacon Pointe for your financial advice and management needs.
Fred and his very capable team have managed our portfolio and 401(k) for over 15 years. They are extremely informed and expert about market conditions, financial trends and investment strategies. In addition, they are very responsive and superb at customer service and communication. As I have told Fred frequently… we are able to sleep because Fred and his team don’t. Five stars are well deserved.
We have been with Brad Meyer for many years now and have a wonderful relationship with him and Beacon Pointe. And that’s the key word, relationship. It never feels like a transaction when we meet to discuss our financial health. It feels personal. Brad truly care about our success and is there to support us in any way possible with our setbacks. He encourages us to live our lives the way we want to all while helping us to understand and prepare for the financial implications of our choices. There is no judgement. There is healthy information, protection, and empowerment, with structured and sound plans to earn and build wealth as best as possible within our means. It is a friends and family feel at Beacon Pointe and we truly value our relationship. We never plan to leave.
Tom, Bryton, Carlos and the entire crew at Beacone Pointe have showed me and my family the utmost care and professionalism for more than 20 years. We are treated like family and we trust them to help us take care of our finances according to our needs and goals. The growth of our funds have been excellent. Everyone on Tom’s team is so responsive and helpful. If you are looking for a fiduciary, I strongly recommend them! They will take excellent care of you too.
Brad and and Beacon Pointe Advisors are awesome. They take the time to listen to your specific needs and understand the products that will help us meet our goals.
Been working with this crew for decades… their hard work and dedication is greatly appreciated. Very attentive, very forward-thinking, and easy to work with.
Managing Directors
Wealth Advisors
Client Service & Operations
Denver Financial Services
Our process and attention to detail ensure your wealth plan allows you to make smart choices about your financial future through informed decisions.
Wealth Management
Our team uses their expertise to design a tailored financial solution for your family and assets.
Investment Management
We offer customized investment solutions with diverse strategies on an open platform.
Estate Planning
We’ll help ensure you have the necessary documents in place to protect your family and legacy.
Retirement Planning
We help clients achieve their best retirement by making smart, informed choices now.
Connect with one of our trusted Financial Advisors in Denver.
We are here to be a partner with you on your personal wealth journey. Please contact one of our Newport Beach teams if we can be of service.