"We truly care about our clients, walking alongside them through important points in their lives, wealth, and legacies. They look to us for technical insight, a refined level of strategy, and our ability to understand—and embrace—their priorities."
Wealth Partners
The Bessey Group

Wealth Partners
The Bessey Group

"We truly care about our clients, walking alongside them through important points in their lives, wealth, and legacies. They look to us for technical insight, a refined level of strategy, and our ability to understand—and embrace—their priorities."

Awards and Industry Recognition

Forbes

Top Wealth Advisors Best-In-State
2024
Top Wealth Management Teams Best-In-State
2024
About The Bessey Group

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.

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.

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

Insights

Markets

Higher rates, lower logic

June 18, 2024In the heat of the moment, when the pressure is on, and you don’t have – or take – the time to reflect, you revert to our instinctive, fight-or-flight, highly-biased thinking fast. What does that mean in a rapidly changing environment?Read Now
Wealth Planning

Here’s why you still don’t have a will – or haven’t kept the one you do have up to date

June 18, 2024The reasons most people put off signing a will are complex and personal. But after you read this, you could be ready.Read Now
Business

Business succession planning: Building an effective team

June 18, 2024The first step to a successful business succession plan is building an effective team of professionals. Here are some things to consider.Read Now
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