Bester Wealth Management

Bringing confidence to your investment planning

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For over twenty years, our goal has always been to provide the highest level of investment and wealth management services.

As part of Elevation Point, Bester Wealth Management is backed by an institutional-quality investment platform, industry-leading technology and high-touch support that helps us better serve our clients. The firm’s reputation for integrity and service is demonstrated by its tight focus on risk management and an intimate, personal style that our clients appreciate.

Chad Bester serves in a leadership capacity at the firm. This means he has a voice on important decisions that impact clients. Decisions like technology, service providers and custodial partnerships. And since Chad is an entrepreneur himself, his insights help the entire team provide smarter, more valuable advice to their business owner clients.

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Our Custodian Partner

Our firm, like all investment managers, is required to have a custodian. A custodian is a financial institution that has legal responsibility for a customer’s financial assets. Investments that clients entrust to us are placed in custody with Fidelity’s clearing firm – one of the largest clearing providers in the industry.

We chose Fidelity Investments because of its strong reputation and impressive investor resources. The company’s 60-year reputation for integrity and financial management expertise gives our firm and our clients peace of mind. It’s also one of the world’s largest providers of financial services, with $1.48 trillion in assets under administration as of June 30, 2024.