Trusted Resources
Institutional Strength, Personal Touch
We combine the resources of leading institutional partners with Bester Wealth’s high-touch, personalized service, ensuring our clients benefit from enhanced security, advanced technology, and unparalleled expertise.
Strategic Partner: Elevation Point
Powered by Elevation Point, we provide an institutional-quality investment platform and industry-leading technology.
- Exclusive Access: Private investment opportunities, refined alternatives, private debt, private equity, real estate, structured products
- High-Touch Service: We maintain an intimate personal style supported by Elevation Point’s robust infrastructure and high-touch support team
- Client Advocacy: Chad Bester holds a leadership role, ensuring he has a strong voice in important decisions affecting our clients and their portfolios
Custodian Partner: Fidelity
We chose Fidelity as one of the world’s most respected custodians, entrusted with safeguarding assets for millions of investors and some of the most sophisticated institutions globally.
- Safety: Fidelity provides a $1 billion aggregate excess of SIPC insurance policy, which is one of the strongest layers of brokerage protection available
- Independent Third Party: Fidelity is responsible for securely holding client assets and maintaining rigorous regulatory oversight
- Digital Experience: Consistently rated as the best for digital experience
Technology Partners
- eMoney
- Addepar
- Morningstar
- Y Charts
- Salesforce
- Goldman Sachs
- Vanilla
- Orion
- Zocks-AI