About

At B.E.S.T. Wealth Management, we specialize in serving three groups of people: (1) Individuals, (2) Families, and (3) Small Business Owners.

B.E.S.T. Wealth Management was founded on the principle that everybody deserves financial planning advice and help with investing money.  As a result, we do not have any investment 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.  Not only do we want to help you with your investments but we want to make sure that we protect you and your hard earned money along the way.

Our goal here is to help you to plan for the future and minimize or possibly eliminate certain risks along the way.  Thanks for tuning in and feel free to browse our site to learn more about what we do and how we might be able to help out.

Oh and one more thing…  You’ll 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.

Independent Wealth Management Firm

B.E.S.T. Wealth Management is an independent wealth management firm.  But what exactly does that mean?

It simply means that we are not affiliated with any banks, insurance companies, or investment companies.  These companies often times manufacture their own commission-based products which are then “pushed” on clients as advisors must meet sales and product quotas.  We have none of that here!!

Due to our independence, we are free to use whichever investment we desire to use within the entire universe of investments. In other words, we are free to use whatever we want to benefit you.

Additionally as an independent firm, we have a legal requirement to do what is in the best interest of our clients.  Other firms do not have to do what is in your best interest.  Essentially they are required to do what is in the best interest of the company.  To learn more about this, visit our blog titled Is Your Advisor Required To Act In Your Best Interest?