TOGETHER, WE CAN HELP YOU PURSUE YOUR GOALS.

We will go through a comprehensive process for managing your financial life and creating a long-term plan customized to fit your needs.


We are an independent financial planning firm that has been helping people in the Greater Boston area establish and maintain their long-term financial goals since 1971.

If you are a current client, you’ll find links to access your account, make appointments with us, get up-to-date information about the stock markets, and view useful resources that can help empower you to be a more knowledgeable investor (the kind we like!).

If you are not currently acquainted with our firm, we have established this website as a way for you to get to know us and understand how we can help you. We encourage you to read about the comprehensive services we offer and to take advantage of the tools, articles, and resources on our site.

We appreciate your interest in Bestgen Wealth Management and sincerely look forward to serving you.

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Together, we’ll go through a comprehensive process for managing your financial life and creating a long-term plan customized to your needs.

Our expertise, objective advice, and fiduciary protections mean you can trust us to do what's right for you.

    Award Recipient 2011- 2013

Featured Content: Latest Article and Market Commentaries
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Which College Savings Plan Is Right for You? Learn the advantages and drawbacks of three college savings plans.

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Market Updates

Last Updated: 11/20/17



Based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 2,362 Boston wealth managers were considered for the award; 713 (31 percent of candidates) were named 2013 Five Star Wealth Managers. (The criteria provided reflects the most recent year for which advisor received the award. The criteria used, the number of wealth managers considered for the award, and the percentage of those who receive the award, may vary from year to year). These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com.

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This communication strictly intended for individuals residing in the states of CA,CT,FL,GA,KY,MA,MD,ME,MI,MO,NC,NH,NY,OR,PA,RI,WY. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.
Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested.
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