Western Wealth Management
43yrs
Top advisor by experience in Golden
21yrs
Gregory Beal
Financial advisor at Western Wealth Management
Gregory Beal is a fiduciary financial advisor in Golden, Colorado, with 21 years in the industry. After three years at Morgan Stanley and two years at Empower Advisory Group, Gregory joined Western Wealth Management in 2021, a firm offering financial planning, investment management, and retirement plan consulting. Gregory holds the CFP® designation.
One of 121 advisors with offices in Golden, and one of 114 fiduciaries.
At a glance
Experience21 years (since 2006)
How that compares ?More experience than 70% of advisors in Colorado
Office14143 Denver Parkway., Suite 450, Golden, CO 80401
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$457,153
Advisors at the firm102
States licensed ?1 state
Services through Western Wealth Management
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2021 – nowWestern Wealth Management LLCCurrent firm
- 2018 – 2021Morgan StanleyPreviously
- Jun 2016 – Mar 2018Empower Advisory Group, LLCPreviously
- Nov 2015 – May 2016Cetera Advisors LLCPreviously
- 2006 – 2008Charles Schwab & CO., Inc.Previously
Contact Gregory
(303) 393-2404Western Wealth Management main office 14143 Denver Parkway., Suite 450Golden, CO 80401Office · Get directions LinkedIn pageWestern Wealth Management
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Questions to ask Gregory
Tailored to Gregory’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Gregory
How do I contact Gregory?
Call Western Wealth Management at (303) 393-2404 and ask for Gregory Beal. Gregory works from the Golden, CO office.
How long has Gregory been a financial advisor?
Gregory has been in the industry since 2006, about 21 years. More experience than 70% of advisors in Colorado.
What licenses does Gregory hold?
Series 66. Tap any license on this page to see what it allows.
Is Gregory a fiduciary?
Gregory is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Gregory paid?
Western Wealth Management reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Gregory for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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