"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

Outlook

May 2024 jobs report: 272,000 jobs added, sharply beating expectations

June 10, 2024The U.S. economy added 272,000 jobs in May, underscoring the labor market is too hot for the Federal Reserve.Read Now
Outlook

2024 Mid-Year Outlook: Key takeaways

June 10, 2024Our Global Investment Strategists reflect on the first half of 2024 and preview the months ahead, looking at how surprisingly strong growth is interacting with a seemingly fragile political and geopolitical backdrop to impact markets and your portfolio. Read the key points from our 2024 Mid-Year Outlook.Read Now
Banking

Managing cash: Make sure your assets are well protected

June 10, 2024Choosing where and how to hold your cash reserves is as important as any investment decision.Read Now
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