Let's move forward. Together.

What are we seeing in the markets?

Listen to Jim Polcaro and Mike Brick as they discuss the importance of evolving with the markets and best practices to stay on the right financial path.

Beacon Partners was built on the idea of guidance

At Beacon Partners, the name reflects their purpose—to be a trusted light for clients in every financial moment. They guide individuals and families through uncertainty with thoughtful advice, clear strategies, and a commitment to helping them move forward with confidence.

Start the conversation

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

James "Jim" Polcaro II

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- ND
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WV
- WY
As a founding member of and lead advisor for Beacon Parters, Jim Polcaro uses his more than 20 years of experience in the financial services industry to drive the team’s client-focused approach to wealth management. Jim specializes in investment management, financial planning, and insurance solutions. He collaborates with clients’ CPAs and other trusted professionals to build personalized financial strategies.

Prior to co-founding Beacon Partners, Jim worked as an investment consultant serving clients nationwide, where he honed his investment managements skills and ability to provide clients with personalized guidance.

Outside of work, Jim enjoys spending time with his wife, Kate, and their children, Lilah and Hunter. He is someone who values family, adventure, and exploring new places.
- Forbes Best-in-State Wealth Advisors, 2024, 2025, 2026The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- Forbes Best-in-State Wealth Management Teams, 2024, 2025, 2026The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- UBS Wealth Management Director’s Council, 2024UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.
- College of St. Joseph, Bachelor of Science
- Senior Portfolio Manager
- Senior Vice President - Wealth Management
7272 Wisconsin Avenue
23rd Floor
Bethesda, MD 20814

jim.polcaro@ubs.com

James "Jim" Polcaro II

7272 Wisconsin Avenue,Bethesda,MD,20814
Charles Hutson

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- HI
- IA
- IL
- LA
- MA
- MD
- ME
- MI
- MO
- MT
- NC
- NJ
- NV
- NY
- OH
- OR
- PA
- SC
- TX
- UT
- VA
- VT
- WA
- WI
- WV
- WY
As a founding members of Beacon Partners, Charley Hutson has honed a highly personalized approach to wealth management spanning over four decades. He takes a goals-based approach to financial planning, developing investment strategies and long-term legacy plans tailored for each individual client.

Upon graduating from Vassar College in 1977, Charley first worked in retail management. Seeking greater career challenges, in 1981 he walked into PaineWebber's Washington, DC office to become a financial advisor. He completed their training program within a year, and has been with the firm ever since. (UBS acquired PaineWebber in 2000.)

Charley, his wife of over 40 years, and their three children share a love of nature, and Charley serves as a Wildlife Management Volunteer at Grand Teton National Park.
- Forbes Best-in-State Wealth Management Teams, 2025, 2026The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- Vassar College
- Senior Portfolio Manager
7700 Wisconsin Avenue
Suite 300
Bethesda, MD 20814

charles.hutson@ubs.com

Charles Hutson

7700 Wisconsin Avenue,Bethesda,MD,20814
Michael Brick

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- ND
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WV
- WY
Michael Brick is a senior partner with Beacon Partners and is dedicated to helping families, individuals, and small business owners manage their investments, retirement planning, and other financial decisions. He has more than 25 years of experience in the financial services industry, and prioritizes getting to know his clients so that he can make informed decisions to help them achieve their goals.

Michael received his Bachelor of Arts degree in Economics from Syracuse University and lives in Maryland with his wife Krista. They have four adult children that they love travelling to see often.
- Forbes Best-in-State Wealth Management Teams, 2024, 2025, 2026The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- Syracuse University, B.A., Economics
7272 Wisconsin Avenue
23rd Floor
Bethesda, MD 20814

michael.brick@ubs.com

Michael Brick

7272 Wisconsin Avenue,Bethesda,MD,20814
Christopher Casey, CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER
View bio Industry recognition
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- ND
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WV
- WY
Chris Casey is passionate about helping families and individuals achieve their financial and retirement goals. With almost ten years of experience with UBS and a Certified Financial Planner designation, Chris enjoys working closely with clients throughout the financial planning process.

Prior to joining Beacon Partners, Chris was a wealth planning associate at UBS supporting teams across the Washington, DC market. Originally from the Boston area, Chris now lives in Northern Virginia with his wife, Ellen. When not in the office, you can find Chris at the golf course or experimenting with new recipes.
- Forbes Best-in-State Wealth Management Teams, 2024, 2025, 2026The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- Johns Hopkins University
- CERTIFIED FINANCIAL PLANNER
7272 Wisconsin Avenue
23rd Floor
Bethesda, MD 20814

chris.casey@ubs.com

Christopher Casey, CFP®

7272 Wisconsin Avenue,Bethesda,MD,20814
Kimberly French

Assistant Vice President

Client Associate
View bio
Kimberly French brings her passion for working with people from all walks of life and more than 30 years of experience at UBS into each conversation she has with our clients. Having spent 15 years as the lead administrator for the entire Bethesda branch, Kimberly is adept at keeping her team on task and has the wherewithal to tackle any client need, question or issue that comes her way.

Kimberly has a degree in retail management from Penn State, a previous career managing an upscale boutique, and experience in cemetery administration. When she's not with her husband, children and grandchildren, she enjoys riding horses and honing her photography skills.
- Pennsylvania State, Retail Management
7272 Wisconsin Avenue
23rd Floor
Bethesda, MD 20814

kimberly.french@ubs.com

Kimberly French

7272 Wisconsin Avenue,Bethesda,MD,20814
Elliot Wong, CFP®

Senior Wealth Strategy Associate
View bio
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IL
- KY
- LA
- MA
- MD
- MI
- MO
- NC
- NJ
- NY
- OR
- PA
- SC
- TN
- TX
- VA
- VT
- WA
- WI
- WV
- WY
Elliot Wong focuses on financial planning and tackling complex problems in addition to being Beacon Partners’ head trader. Elliot has more than 20 years of experience in the financial services industry and has his Certified Financial Planner designation. He previously held roles as a wealth management associate and a senior registered client service associate.

Elliot grew up in the mid-Atlantic and currently lives in the Maryland suburbs with his wife. He graduated from the University of Maryland with a degree in Economics. In his spare time, he enjoys cooking, traveling, and spending time with family and friends.
- University of Maryland
7272 Wisconsin Avenue
23rd Floor
Bethesda, MD 20814

elliot.wong@ubs.com

Elliot Wong, CFP®

7272 Wisconsin Avenue,Bethesda,MD,20814

James "Jim" Polcaro II

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- ND
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WV
- WY
As a founding member of and lead advisor for Beacon Parters, Jim Polcaro uses his more than 20 years of experience in the financial services industry to drive the team’s client-focused approach to wealth management. Jim specializes in investment management, financial planning, and insurance solutions. He collaborates with clients’ CPAs and other trusted professionals to build personalized financial strategies.

Prior to co-founding Beacon Partners, Jim worked as an investment consultant serving clients nationwide, where he honed his investment managements skills and ability to provide clients with personalized guidance.

Outside of work, Jim enjoys spending time with his wife, Kate, and their children, Lilah and Hunter. He is someone who values family, adventure, and exploring new places.
- Forbes Best-in-State Wealth Advisors, 2024, 2025, 2026The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- Forbes Best-in-State Wealth Management Teams, 2024, 2025, 2026The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- UBS Wealth Management Director’s Council, 2024UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.
- College of St. Joseph, Bachelor of Science
- Senior Portfolio Manager
- Senior Vice President - Wealth Management
7272 Wisconsin Avenue
23rd Floor
Bethesda, MD 20814

jim.polcaro@ubs.com

James "Jim" Polcaro II

7272 Wisconsin Avenue,Bethesda,MD,20814
Charles Hutson

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- HI
- IA
- IL
- LA
- MA
- MD
- ME
- MI
- MO
- MT
- NC
- NJ
- NV
- NY
- OH
- OR
- PA
- SC
- TX
- UT
- VA
- VT
- WA
- WI
- WV
- WY
As a founding members of Beacon Partners, Charley Hutson has honed a highly personalized approach to wealth management spanning over four decades. He takes a goals-based approach to financial planning, developing investment strategies and long-term legacy plans tailored for each individual client.

Upon graduating from Vassar College in 1977, Charley first worked in retail management. Seeking greater career challenges, in 1981 he walked into PaineWebber's Washington, DC office to become a financial advisor. He completed their training program within a year, and has been with the firm ever since. (UBS acquired PaineWebber in 2000.)

Charley, his wife of over 40 years, and their three children share a love of nature, and Charley serves as a Wildlife Management Volunteer at Grand Teton National Park.
- Forbes Best-in-State Wealth Management Teams, 2025, 2026The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- Vassar College
- Senior Portfolio Manager
7700 Wisconsin Avenue
Suite 300
Bethesda, MD 20814

charles.hutson@ubs.com

Charles Hutson

7700 Wisconsin Avenue,Bethesda,MD,20814
Michael Brick

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- ND
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WV
- WY
Michael Brick is a senior partner with Beacon Partners and is dedicated to helping families, individuals, and small business owners manage their investments, retirement planning, and other financial decisions. He has more than 25 years of experience in the financial services industry, and prioritizes getting to know his clients so that he can make informed decisions to help them achieve their goals.

Michael received his Bachelor of Arts degree in Economics from Syracuse University and lives in Maryland with his wife Krista. They have four adult children that they love travelling to see often.
- Forbes Best-in-State Wealth Management Teams, 2024, 2025, 2026The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- Syracuse University, B.A., Economics
7272 Wisconsin Avenue
23rd Floor
Bethesda, MD 20814

michael.brick@ubs.com

Michael Brick

7272 Wisconsin Avenue,Bethesda,MD,20814
Christopher Casey, CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER
View bio Industry recognition
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- ND
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WV
- WY
Chris Casey is passionate about helping families and individuals achieve their financial and retirement goals. With almost ten years of experience with UBS and a Certified Financial Planner designation, Chris enjoys working closely with clients throughout the financial planning process.

Prior to joining Beacon Partners, Chris was a wealth planning associate at UBS supporting teams across the Washington, DC market. Originally from the Boston area, Chris now lives in Northern Virginia with his wife, Ellen. When not in the office, you can find Chris at the golf course or experimenting with new recipes.
- Forbes Best-in-State Wealth Management Teams, 2024, 2025, 2026The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- Johns Hopkins University
- CERTIFIED FINANCIAL PLANNER
7272 Wisconsin Avenue
23rd Floor
Bethesda, MD 20814

chris.casey@ubs.com

Christopher Casey, CFP®

7272 Wisconsin Avenue,Bethesda,MD,20814
Kimberly French

Assistant Vice President

Client Associate
View bio
Kimberly French brings her passion for working with people from all walks of life and more than 30 years of experience at UBS into each conversation she has with our clients. Having spent 15 years as the lead administrator for the entire Bethesda branch, Kimberly is adept at keeping her team on task and has the wherewithal to tackle any client need, question or issue that comes her way.

Kimberly has a degree in retail management from Penn State, a previous career managing an upscale boutique, and experience in cemetery administration. When she's not with her husband, children and grandchildren, she enjoys riding horses and honing her photography skills.
- Pennsylvania State, Retail Management
7272 Wisconsin Avenue
23rd Floor
Bethesda, MD 20814

kimberly.french@ubs.com

Kimberly French

7272 Wisconsin Avenue,Bethesda,MD,20814
Elliot Wong, CFP®

Senior Wealth Strategy Associate
View bio
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IL
- KY
- LA
- MA
- MD
- MI
- MO
- NC
- NJ
- NY
- OR
- PA
- SC
- TN
- TX
- VA
- VT
- WA
- WI
- WV
- WY
Elliot Wong focuses on financial planning and tackling complex problems in addition to being Beacon Partners’ head trader. Elliot has more than 20 years of experience in the financial services industry and has his Certified Financial Planner designation. He previously held roles as a wealth management associate and a senior registered client service associate.

Elliot grew up in the mid-Atlantic and currently lives in the Maryland suburbs with his wife. He graduated from the University of Maryland with a degree in Economics. In his spare time, he enjoys cooking, traveling, and spending time with family and friends.
- University of Maryland
7272 Wisconsin Avenue
23rd Floor
Bethesda, MD 20814

elliot.wong@ubs.com

Elliot Wong, CFP®

7272 Wisconsin Avenue,Bethesda,MD,20814

Our capabilities

We provide comprehensive financial planning designed to support clients through every stage of their financial journey. Our team takes a personalized, collaborative approach—working closely with our clients to understand their goals and deliver tailored strategies.

Our capabilities are built around helping clients navigate complex financial decisions with clarity and confidence. We focus on delivering thoughtful guidance across a wide range of planning needs, ensuring every recommendation aligns with each client’s long-term objectives

Turn possibilities into a plan

What’s really important to you—today and for the long term? UBS Wealth Way starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

^{UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment. Time frames may vary. Strategies are subject to individual client goals, objectives and suitability.}

Approach your financial future with confidence

A plan to simplify your financial life

Two brothers. One inheritance.

How will their story unfold?

Inheritance is about more than money. It’s about navigating family, history and your future. See how two brothers decide what to hold onto, what to let go and how to move forward.

If you’re going through a wealth transfer event like an inheritance, death or divorce, our experienced guidance can help give you more confidence.

A leader in wealth management

Backed by the strength of our parent company, UBS AG

^$7 trn

UBS Group invested assets
As of 12/31/2025

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

Let's move forward. Together.

Beacon Partners

What are we seeing in the markets?

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Beacon Partners was built on the idea of guidance

Pursuing your goals together

James "Jim" Polcaro II

Charles Hutson

Michael Brick

Christopher Casey, CFP®

Kimberly French

Elliot Wong, CFP®