Jonathan Beukelman

Montage Financial Group / UBS

ColoradoBiz Staff //March 20, 2025//

Montage Financial Group / UBS

ColoradoBiz Staff //March 20, 2025//

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Jonathan Beukelman, 49, has worked in wealth management for more than 25 years. As managing director of the Denver-based UBS Advisor Team, Montage Financial Group, Beukelman has led the office to a national 34th ranking on Forbes America’s Top Wealth Management Teams Private Wealth list for 2024, among other accolades and awards.

“Power is in the hands of the client,” said Beukelman. “Denver has many choices for financial services and every financial advisor serves their niche for a specific need. We like to focus on multigenerational families.”

Beukelman noted that money is not a panacea, but it can catalyze a wide range of beneficial outcomes. “We have to be good at making rich people richer, but money is a tool to make things happen, good or bad,” he said. “We focus on what money can do: family development, community development, faith development.”