Wealth Management is Quickly Evolving.
Are you?

Our Aim

To help our enterprise wealth customers and their suppliers elevate and serve the best interests of their advisors and investors.

Our Work

An “On Call” resource


Critically Acclaimed


News & Perspectives Not Paid For






First, we have been helping firms in wealth management solve strategy and technology problems since we opened our doors in 2006.

Second, our services are built to challenge your business to be better and more relevant to your customers. The structure of our services comes directly from working through this process with many of your brethren wealth firms. Each year we reflect, refine and expand our services to better serve the expanding needs of our customer base.

Over 40 weeks a year, we are onsite with customers or hosting events.

We eat, breathe, and sleep wealth management. It is our passion.

Chip Kispert, Founder

Our customers are: banks, insurance companies, independent and regional broker-dealers, registered investment advisors, and the solution companies that support them.

Find out how our services can benefit your company.

Contact Us

Tapping Potential

Thursday, August 2 2018

Denver: Possibilities Abound. I am pleased to announce that Timothy Vardaman is the newest member of the Beacon Strategies, LLC team. Timothy brings an abundance of knowledge to Beacon on wealth operations. His experience will . . . Read More


Tuesday, July 31 2018

Denver: Today is a bittersweet day. Bitter because a colleague, and friend, Glen Schreitmueller is moving on from Beacon. Sweet because Glen is moving on to evolve, manage and develop a software product, which is . . . Read More