Who We Are
B.E.S.T. Wealth Management was founded in 2006 on the principle that everybody deserves financial planning advice and help with investing money. As a result, we do not have any investment or fee minimums that many other firms have. Regardless of where you are in life, if you want help, we will help you!
Although investment management is what people think of when they hear the term financial advisor or financial planner it is not the only thing that should concern you. Investing money is a major part of what we do and a major part of your life, but we take it a step further and focus on a person’s entire financial picture. This helps to ensure that we protect you, protect your hard-earned money, and give you detailed recommendations based on your goals and concerns.
You’ll also be glad to know that we are not a “stuffy” office. We very rarely wear suits or ties (okay, we never wear suits or ties). We are simply a very laid back yet, professional office.