Our Philosophy

At Bestgen Wealth Management, we chose to partner with Commonwealth Financial Network®, one of the preeminent independent Registered Investment Adviser–broker/dealers in the United States. Our alliance with Commonwealth ensures that clients receive a wide variety of investment choices to complement their goals. It also helps the company best serve clients in a seamless and efficient manner by providing back office, investment, and technology support.

In our office, the client always comes first. Being independent allows us to provide honest, objective, and meaningful advice in a manner easily understandable to our client or prospect. Our underlying philosophy in anything we recommend for a client comes down to two simple questions:

  1. Is this the right thing for the client?
  2. Is the plan going to work?

That may sound oversimplified, but we are often surprised when a potential client is presented with a 50-page computer-generated plan that falls far short of reality when tested against simple commonsense scenarios.

We take a sincere interest in our clients, their families, their businesses, and their lives. We take a holistic approach, and every plan is individually designed based on the client's goals. There are no cookie-cutter solutions at Bestgen Wealth Management.