Business Details
Your Trusted Financial Planning Partner in Braintree, MA
Bestgen Wealth Management is a family-owned financial advisory firm dedicated to providing personalized, unbiased financial planning and wealth management solutions. Our mission is to serve as a trusted partner, helping clients build secure financial futures while fostering long-term relationships rooted in transparency and integrity. With a team of experienced professionals, we specialize in simplifying complex financial situations for individuals, families, and business owners. Our philosophy centers on understanding clients' unique values and goals, creating tailored strategies that align with their personal and financial aspirations.We prioritize ongoing education, proactive communication, and comprehensive planning to ensure clients feel confident in their financial decisions. Our core values of accessibility, forward-thinking innovation, and family-like care drive every interaction, making financial planning a stress-free and empowering experience. Headquartered in Braintree, Massachusetts, we serve clients nationwide with a commitment to improving both their financial portfolios and personal well-being.
Services
Financial Planning
Investment Management
Business Consulting
Retirement Planning
Tax Strategies
Estate Planning
401(k) Analysis
Insurance Planning
Succession Planning
Wealth Preservation
Highlights and features
- We provide personalized financial strategies tailored to your unique goals and values.
- Our team includes CFP professionals with decades of combined industry experience.
- We coordinate with your attorneys and accountants for comprehensive financial planning.
- We offer transparent fee structures and commission-free investment management services.
- Our family-owned firm prioritizes long-term relationships over transactional interactions.
Services
Financial Planning
We create customized financial roadmaps that evolve with life changes and new goals. Our comprehensive approach covers cash flow analysis, debt reduction, emergency fund planning, and investment strategies. By understanding your unique circumstances and aspirations, we develop actionable plans that provide clarity and confidence in your financial future.
Investment Management
Our strategic investment approach combines institutional pricing with personalized portfolio construction. We utilize active and passive investments, perform tax-loss harvesting, and maintain proper asset allocation. Our semi-annual reviews ensure your investments remain aligned with your financial objectives while minimizing unnecessary risk exposure.
Business Consulting
We help business owners optimize financial strategies both inside and outside their companies. Services include tax minimization, succession planning, employee benefit design, and cash flow management. Our goal is to maximize business value while ensuring owners maintain financial security through various stages of business ownership.
Retirement Planning
We develop comprehensive retirement strategies that address income needs, tax efficiency, and lifestyle goals. Our approach considers Social Security optimization, withdrawal strategies, and longevity planning. We ensure clients maintain their desired quality of life throughout retirement while preserving wealth for future generations.
Estate Planning
Our estate planning services focus on efficient wealth transfer and legacy preservation. We coordinate with legal and tax professionals to implement strategies that minimize estate taxes, establish trusts, and create charitable giving plans. Our goal is to ensure your assets are distributed according to your wishes while protecting family wealth.
People
Brad W. Bestgen
Managing Partner
A CERTIFIED FINANCIAL PLANNER and Accredited Investment Fiduciary with expertise in helping clients achieve financial goals. Graduated from Syracuse University with dual degrees in Finance and Marketing. Actively involved in community sports coaching and alumni leadership.
Bill Bestgen
Senior Advisor
Over 50 years of experience in financial services, holding Chartered Financial Consultant and Accredited Estate Planner designations. Specializes in serving business owners and high-net-worth individuals. Active member of multiple professional financial planning organizations.
Jessica Soucia
Chief Operating Officer
20-year financial services veteran with an MBA from Curry College. Previously worked at Brown Brothers Harriman. Focuses on helping clients build and achieve financial goals while managing firm operations and client relationships.
Matthew J. Deckman
401(k) Analyst
Former retail management executive with 15 years at major retailers. Transitioned to financial services in 2012. Combines business management expertise with financial planning to help clients optimize retirement savings and investment strategies.
Martin Joyce
Operations Associate
Registered investment advisor with economics degree from UMass Dartmouth. Serves as paraplanner while pursuing continuous finance education. Combines passion for helping people with financial expertise to support client goal achievement.
Questions
What financial planning services do you offer?
We provide comprehensive financial planning including retirement strategies, tax optimization, estate planning, investment management, and business succession planning tailored to individual client needs.
How are you different from other financial advisors?
We combine personalized service with transparent fee structures and take a holistic approach that considers both financial and personal well-being in every recommendation.
Do you work with business owners specifically?
Yes, we specialize in helping closely-held business owners with asset diversification, tax minimization, and succession planning strategies tailored to their unique needs.
What investment approach do you use?
We employ a strategic mix of active and passive investments with tax-efficient strategies, institutional pricing, and regular portfolio reviews to maintain alignment with client goals.
