Meet The Team

At Beacon Tree, our team of dedicated professionals brings a wealth of experience across wealth planning, investment management and concierge services. United by a shared commitment to excellence, each team member works to simplify and enhance our clients' lives, ensuring personalized and attentive support at every turn.

With a collaborative approach, our team draws on diverse expertise to develop comprehensive solutions that address each client’s distinct needs. By working together, we ensure that every financial decision is considered from multiple angles, providing clients with well-rounded, strategic insights and a steady hand at each step of their journey.

By focusing on a select group of clients, we’re able to provide a level of attention that goes beyond expectations, fostering a seamless and deeply valued partnership.

Javier R. Vincenti, CFP®

Javier R. Vincenti, CFP®

    • Managing Partner
    Monica Marquez

    Monica Marquez

      • Senior Client Associate
      Rachel Vincenti

      Rachel Vincenti

        • Client Associate

        Our dedicated team delivers personalized support, crafting strategic solutions to simplify and enhance your financial journey.

        Beacon Tree Wealth Management

        Investment and Insurance Products are:

        • Not Insured by the FDIC or Any Federal Government Agency
        • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
        • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

        This information is intended for use only by residents of (CO, MA, TX). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

        For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

        Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

        Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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        © 2025 Wells Fargo Clearing Services, LLC. All rights reserved.

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