We strive to be our clients’ most valuable asset by directly influencing their future and the future of their children and grandchildren. The choices we make for our clients are intended to improve their lives and leave our world a better place. We are purposeful and thoughtful in all our decisions to help our clients build the future they want, while fostering long-term relationships.
Our Mission Defines Our Work
financial advice the way it should be
We are in the business of providing unbiased advice and creative financial strategies. Our clients get the expertise and perspective of a team of professionals. Many clients don’t understand how their advisor is compensated. We pull back the curtain, so our clients have more confidence in their plan. Our clients enjoy ongoing access to our team which keeps them aware of opportunities while also avoiding potential pitfalls.
Our clients’ well-being is important to us, in ways that go beyond the financial. We get to know your personal values, goals and what you stand for so we can create a portfolio that you feel proud of. When you sit with us, we take care of all facets of financial planning and our goal is to always have you leave in a better state of mind, feeling more confident and optimistic.
Our Core Values
At Bestgen Wealth Management we’ve built a culture driven by our core values and our belief that we can improve a client’s financial portfolio and their personal well-being.
We Love A Challenge
We thrive on leading clients through complicated situations.
“Making the simple complicated is commonplace; making the complicated simple, awesomely simple — that’s creativity.” ~Charles Mingus
Service Knows No Limits
We understand that our clients’ lives don’t end when the workday does. That is why we answer calls on weekends and log in at night.
The world and our clients’ needs are constantly changing. We stay on top of trends and legislation in order to best serve our clients, their children and their grandchildren.
Your Financial Advisor Should Feel Like Family
Our clients’ wellbeing is important to us, in ways that go beyond the financial. We get to know their personal values, goals and what they stand for. Clients leave our meetings in a better state of mind, feeling more confident and optimistic.
Why Clients Work With Us
Accessible. Sincere. Family.
We build relationships based on direct and sincere communication. We believe strongly that our clients are an extension of our own families and we go out of our way to ensure their well-being with direct, thoughtful guidance.
Our financial advisors believe your financial planning goals are as unique as you. We don’t ask the typical financial questions every other financial planner out there asks. We ask real questions to learn who you are and where you want to go.
Our financial planning team isn’t just a voice on the other end of the phone or a faceless email sender. Clients enjoy working with us because while we help them with their financial well-being, we believe in supporting their personal well-being too.
Get to Know Our Team
in Braintree, MA
Bestgen Wealth Management is a family-based business built on an entrepreneurial spirit to make financial planning less about portfolios and more about personal well-being. As an independent financial advisor team, we act as your advocates, looking out for your best interests and providing advice that aligns with your personal values. We invite you to get to know more about our team, what matters to each of us, and what we have to offer you.
Brad is a CERTIFIEID FINANCIAL PLANNER™ professional and an Accredited Investment Fiduciary. He is the managing partner of Bestgen Wealth Management and is proud to be an owner of a second-generation family business.
Growing up, he attended Xaverian Brothers High School in Westwood, MA, and currently serves on the Alumni Board. Brad graduated from Syracuse University with a double major in Finance and Marketing.
Brad is an avid skier, enjoys golf, and coaches various Easton youth sports. Brad is a diehard Boston sports fan and is anxiously awaiting a return to greatness for the Syracuse football and basketball teams. When he is not outside, you can find him reading on topics such as leadership, self-improvement, growth mindset, and overall well-being. He is passionate about finding out what is truly important to his clients-both financially and personally, in order to help them reach their goals.
Currently, Brad resides in Easton with his wife, Jenny, and two children, Kyle and Brooke.
Bill Bestgen began his career in the life insurance business right after graduating from Northeastern with a BA in Economics in 1970. He obtained his securities registration in 1973. His business has evolved into a full-service financial planning practice catering to business owners and high-net-worth individuals. He earned the Chartered Financial Consultant® (ChFC®) and the Accredited Estate Planner designations in 1983 and 1991 respectively. Bill is a licensed Insurance Advisor and also an Accredited Investment Fiduciary® designee.
Bill is a member of the International Association of Financial Planning, the National Association of Estate Planning Councils, the American Association of Life Underwriters, and the Million Dollar Round Table*.
Bill and his wife, Ann, have two grown children and four grandchildren and reside in North Easton, Massachusetts. Bill enjoys boating and skiing in his spare time and is an avid Patriots and Red Sox fan.
*Million Dollar Round Table (MDRT) is an independent membership organization of life insurance and financial service professionals, presented on a rolling basis based on commissions, premiums, or fees generated within the previous year from investment and insurance products. Members pay annual fees for membership and also to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. Click here for more award information.
Matthew studied business management at Millersville University of Pennsylvania. Although his passion was aquatic ecology, he stayed in business while maintaining membership in Millersville's Ocean Science Club. Matthew continues his passion for the outdoors through many means, including holding ownership in a hunting and fishing club in the mountains of Central Pennsylvania. He is very active in Avon Grove Area Little League and serves as president on the board of directors. Matthew loves the game of baseball and has a passion for teaching it.