Wealth PartnersThe Bessey Group
Awards and Industry Recognition


Forbes
Welcome
Significant wealth requires focused attention. Our team understands this commitment.
We are a collegial, close-knit group, united by a common goal: helping business owners, entrepreneurs, and other accomplished individuals enact a more purposeful approach to their wealth. Our founder, Dan Bessey, has advised high-net-worth clients since 2010, heightening his ability to anticipate key decision points and supporting clients in weighing their options and taking steady action. He also draws on 15 years of institutional trading experience, facilitating access to the capital markets.
Our team members are well versed in the areas that successful individuals and families require, from traditional and alternative investments to wealth planning, trust and estate planning services, banking and lending, and family wealth dynamics. We ground these offerings in a committed service ethic, striving to enhance the quality of clients' lives through our attentiveness and responsiveness.
ㅤ
Attuned to the needs of significant wealth
We recognize that high-net-worth clients have a hierarchy of needs. They look to us to help them unwind the intricacies they encounter, providing them with one-on-one attention and a perceptive grasp of their circumstances:
Our team serves as a single source for integrated wealth management. We have two CERTIFIED FINANCIAL PLANNER® professionals on our team, as well as access to in-house resources for more intricate planning needs.
We offer extensive knowledge of alternative investments, particularly private equity and venture capital. Our Wealth Partner, Dan Bessey, previously served on the Alternatives Due Diligence Committee at First Republic, heightening his facility with this asset class.
We promote sound stewardship across generations, taking the time to speak with clients' children or grandchildren to deepen their financial knowledge. These conversations are some of the most gratifying aspects of our roles, helping us to cultivate good habits in future generations.
A service ethic that inspires confidence
We are proud of the caliber of clients we serve, not only for their accomplishments but for their qualities as good, caring people. We strive to make their lives easier, taking on administrative tasks and operational needs so they can regain time for their most essential callings: their families, professions, and personal interests.
ㅤ
We believe that delivering a high-performing service culture is one of the best ways we can add value to clients' lives:
- We keep clients closely apprised of our work on their behalf, communicating frequently so they know the status of their requests.
- If we do not immediately know the answer to a client inquiry, we are resolute in tracking down the appropriate resources, casting a wide net.
- Strong collaborators, we work well with clients' external tax and legal advisors, advancing steady momentum on shared initiatives.
- We are heartfelt in our desire to make clients' lives better, gratified to be trusted members of their inner circle.
Meet Our Team

Market conditions have evolved. As a result, we believe that private markets may present opportunities that differ from those in the public markets. They can offer the potential to:
- Enhance the diversification of your portfolio;
- Implement strategies which seek to enhance returns;
- And help you access a broader range of investment opportunities.
For these reasons and more, alternative investments can be central to how we serve clients. We believe alternatives are worth considering in many investors' portfolios.
Because alternative investments can be complex, they require an in-depth understanding to evaluate. Our team draws on the strength of our alternative investments platform to help us identify potential investment opportunities for our clients. Let's start a conversation if you're interested in learning more.
Insights

Why cash flow forecasting and succession planning matter
April 23, 2025As a business owner, effective cash flow management is crucial. From growth to legacy, read on to learn the important components of a well-balanced strategy.Read Now
Building tax-efficient equity exposure
April 21, 2025We expect equities to deliver positive performance in 2025 – although we could see some volatility along the way. Learn how you can enhance your after-tax returns.Read Now
Where will tariff rates settle? 3 scenarios explained
April 17, 2025Amid rapid policy changes, we’re refining our views on global economies and markets.Read Now
Debunking the top five sustainable investing myths
April 16, 2025Sustainable investing may help you achieve your financial goals while incorporating personal values. Despite its popularity, misconceptions still exist. Here’s the truth behind some of the most common sustainable investing myths.Read Now
When disaster strikes: How to give with intention and impact
April 16, 2025After a disaster, it’s natural to want to take action. A short- and long-term disaster philanthropy strategy can ensure your gifts are given when most needed and have a lasting impact.Read Now
Building up: How we see infrastructure investment expanding
April 14, 2025We see a combination of surging demand and increasing public and private investment as potential positives for infrastructure assets.Read Now
5 thoughts on the market’s tariff tantrum
April 11, 2025The market cast a loud “no” vote on tariffs, but opportunities emerged. Here are some key takeaways rising from the turmoil.Read Now
U.S. adds 228K jobs in March amidst market volatility: How investors should read the numbers
April 7, 2025The March 2025 jobs report was stronger than expected, though the unemployment rate slightly ticked up. How might the Fed react and what does the data mean for investors?Read Now
Planning techniques in a volatile market
April 7, 2025Estate planning may not be at the top of your mind during times of market volatility. However, careful consideration of the opportunities presented during a market decline, especially when interest rates are low, may help reduce taxes as well as assist in fulfilling estate planning goals.Read Now
Why cash flow forecasting and succession planning matter
April 23, 2025As a business owner, effective cash flow management is crucial. From growth to legacy, read on to learn the important components of a well-balanced strategy.Read Now
Building tax-efficient equity exposure
April 21, 2025We expect equities to deliver positive performance in 2025 – although we could see some volatility along the way. Learn how you can enhance your after-tax returns.Read Now
Where will tariff rates settle? 3 scenarios explained
April 17, 2025Amid rapid policy changes, we’re refining our views on global economies and markets.Read Now
Debunking the top five sustainable investing myths
April 16, 2025Sustainable investing may help you achieve your financial goals while incorporating personal values. Despite its popularity, misconceptions still exist. Here’s the truth behind some of the most common sustainable investing myths.Read Now
When disaster strikes: How to give with intention and impact
April 16, 2025After a disaster, it’s natural to want to take action. A short- and long-term disaster philanthropy strategy can ensure your gifts are given when most needed and have a lasting impact.Read Now
Building up: How we see infrastructure investment expanding
April 14, 2025We see a combination of surging demand and increasing public and private investment as potential positives for infrastructure assets.Read Now
5 thoughts on the market’s tariff tantrum
April 11, 2025The market cast a loud “no” vote on tariffs, but opportunities emerged. Here are some key takeaways rising from the turmoil.Read Now
U.S. adds 228K jobs in March amidst market volatility: How investors should read the numbers
April 7, 2025The March 2025 jobs report was stronger than expected, though the unemployment rate slightly ticked up. How might the Fed react and what does the data mean for investors?Read Now
Planning techniques in a volatile market
April 7, 2025Estate planning may not be at the top of your mind during times of market volatility. However, careful consideration of the opportunities presented during a market decline, especially when interest rates are low, may help reduce taxes as well as assist in fulfilling estate planning goals.Read Now