Wealth Management For Families, Businesses & Entrepreneurs with Brad Bestgen

Wealth Management For Families, Businesses & Entrepreneurs with Brad Bestgen

From Positively Pipeman by Pipeman Radio

May 15, 2026 · 49 min

About this episode

Brad Bestgen discusses the human aspect of wealth management for families and businesses.

Human object side of planning Annual Planning – do the planning process Entrepreneur & Family business transition Brad is a second-generation owner of Bestgen Wealth Management, a boutique firm dedicated to a small group of business owners, entrepreneurs and families. Their approach is highly personal, centered on truly understanding each client’s story, values, and vision for what their wealth is meant to support. Rather than focusing solely on investments, Brad and his team look at the full landscape of a client’s life. They thoughtfully coordinate with other trusted advisors to ensure every piece is working together with purpose and intention. The end goal isn’t just stronger financial outcomes—it’s helping clients create a life that feels aligned and meaningful. Through a deliberate, guided process, BWM brings clarity to the decisions surrounding wealth, legacy, and the transitions that shape each chapter along the way. Click Here to Subscribe to Positively Pipeman for PERKS, BONUS Content & FREE GIVEWAYS! Positively Pipeman hosted by Dean K. Piper, CST features other international authors, speakers, trainers, advisors, coaches and other experts here to help you in…

People in this episode

Host: Dean K. Piper

Guest: Brad Bestgen

Topics covered

  • wealth management
  • family business
  • entrepreneurship
  • financial planning
  • legacy planning

Keywords

  • wealth management
  • financial planning
  • entrepreneur
  • family business
  • legacy

Mentioned in this episode

Organizations: Bestgen Wealth Management

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