Steward Partners

Bestgen Wealth Management, located in Braintree, MA, offers a personalized approach to financial planning and wealth management, focusing on simplifying the complexities of financial decisions for individuals, families, business owners, and professionals. Their services include ongoing financial planning, investment management, and consulting for closely held businesses, all designed to align with clients' unique needs and aspirations. With a commitment to building lasting relationships, Bestgen Wealth Management emphasizes a family-like atmosphere and a client-first approach, ensuring accessibility and support whenever needed. Their team is dedicated to continuous improvement and staying ahead of trends, helping clients achieve their financial and personal goals with confidence. Generated from the website

Aequitas Investment Advisors is an independent investment advisory and financial planning firm located in Hingham, MA. The firm specializes in providing personalized services to individuals, families, trustees, charitable foundations, and nonprofit organizations, ensuring that clients receive objective and practical solutions tailored to their unique financial goals. With a commitment to a Fee-Only model, Aequitas eliminates conflicts of interest commonly associated with commission-based alternatives, allowing for a more transparent and dedicated approach to financial management. The experienced team at Aequitas partners with clients throughout all phases of their investing lifetimes, focusing on justice, fairness, and equity in financial planning. Generated from the website