Braintree, MA 35 Braintree Hill Office Park Office

Team
Updated today

Client AUM

$202,307,647,471

Clients

355,973

Advisors

4

Of 2,786 advisors across 1,211 offices

Location

35 Braintree Hill Office Park, Suite 102

Braintree MA 02184

Advisors at this office

4

Advisors at this office

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Martin J

Series 65

Braintree, MA

Commonwealth Financial Network

Martin Joyce is a financial advisor with Commonwealth Financial Network, holding a Series 65 credential and three years of industry experience. His prior roles include positions at Bestgen Wealth Management, LLC, CWM, LLC, and Hirst Financial Independence Planning, Inc. He has also worked in education and retail sectors, including at the University of Massachusetts Dartmouth and Braintree High School. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and support services, including discretionary model portfolios and personalized investment solutions, while acting as a back-office and platform provider to affiliated advisors.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Brad B

Series 63, Series 65

Braintree, MA

Commonwealth Financial Network

Brad Bestgen is a financial advisor with Commonwealth Financial Network in Braintree, MA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with Commonwealth since 2008 and operates Bestgen Wealth Management, LLC, which he founded in 2014. Outside of advisory work, he is involved in Medicare product referrals through a business called E Health. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs, technology, and operational support, allowing advisors discretion in portfolio construction alongside discretionary model portfolios managed by Commonwealth’s Investment Management and Research team.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Jessica S

Series 65

Braintree, MA

Commonwealth Financial Network

Jessica Soucia is a financial advisor with Commonwealth Financial Network, holding a Series 65 designation and five years of industry experience. She previously worked at Bestgen Wealth Management for nine years and Rockefeller & Co for seven years. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and back-office support including operations, trading, technology, investment management, compliance, and practice management. The firm offers various discretionary model portfolios and program structures designed to support affiliated advisors in managing retail and institutional client assets.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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William B

ChFC®, Series 63, Series 65

Braintree, MA

Commonwealth Financial Network

William Bestgen Jr. is a financial advisor with Commonwealth Financial Network, holding the ChFC® designation and Series 63 and 65 licenses. He has 52 years of industry experience, including two separate tenures at Commonwealth totaling over three decades and ownership of Bestgen Wealth Management, LLC. Outside of advisory work, he serves as a trustee for a corporate retirement plan. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors with a range of advisory programs and services, including wealth management and retirement plan consulting. The firm provides operational, trading, technology, compliance, and practice-management support while offering access to discretionary model portfolios and multiple program structures.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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