Wealth, From Your Point of View
Wealth Is More Than Numbers
Led by Brian McKeon and Drew Barlow, Managing Directors – Investment Officers at Wells Fargo Advisors, the Beyond Investing Private Wealth Management Group brings many decades of experience helping high-net-worth families navigate complex financial decisions across market cycles and generations.
We focus on building long-term relationships—helping clients plan, adapt, and make confident decisions over time.
A More Coordinated Approach to Wealth
Your financial life is complex. Our role is to simplify it—by bringing every moving part into one integrated strategy.
Planning-First Approach
Every decision begins with your goals, not the markets.
Integrated Wealth Management
Investments, tax considerations, cash flow, and estate strategy working together.
Disciplined Portfolio Management
A consistent, advisory-led investment process designed for long-term alignment.
Multigenerational Continuity
A team built to guide not just your wealth—but your family’s future.
Proactive Client Experience
Structured reviews, timely communication, and forward-looking advice.
What’s It All For?
Our clients aren’t just focused on returns—they are focused on purpose.
We help you define what “enough” means, make more intentional decisions, and align your wealth with the life you want to live.
For many, that means:
- Greater freedom
- More confidence
- A lasting impact on family, community, and causes
Because wealth, at its best, is a means—not an end.
Our Process
Discover – Understand what matters most
Organize – Structure your full financial picture
Plan – Build a coordinated strategy
Implement – Execute with discipline
Review – Adapt as your life evolves
What It’s Like to Work With Us
We believe the experience should be as thoughtful as the advice.
Our clients benefit from:
- A clearly defined planning framework
- Strategy reviews
- Proactive communication—not reactive guidance
- Coordination with accountants, attorneys, and specialists
- Support through life’s most important transitions
So you can focus less on managing complexity—and more on living your life.
Align Your Wealth With What Matters Most
Whether you’re preparing for retirement, navigating complexity, or seeking a second opinion, we’re here to help you make more confident decisions.
Start a Planning Conversation, Request a Second Opinion.
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