Always on your side What matters most to you matters most to us

While unbiased, expert advice is an essential part of why clients come to Bessemer, it’s only part of why they stay with us. When you become a client, we get to know you and your life, and what’s truly important to you. Each recommendation we make, problem we solve, and milestone we help you achieve is grounded in our support for your continued success and well-being.

Your spouse, partner, children or other relatives, your friends, your community, your colleagues — we’ll share the care and concern you have for the people close to you and tailor our advice and solutions with your priorities in mind.


10-year client asset retention rate

Solutions for the life you’ve achieved

Our broad offering and experienced professionals are available to you, and if there’s something we don’t currently offer, we will seek to access it for you. Our industry-leading client-to-employee ratio means we can provide the highest levels of expert guidance, responsiveness, and attention to detail. Equally important, Bessemer specialists have no financial incentive to sell products or services.

Freeing your time for what’s most important to you

At Bessemer, we can manage all aspects of your financial life on your behalf. We’re here to make sure everything is taken care of — for today, for tomorrow, and for future generations — so you have time to do the things you care about most, and the peace of mind to enjoy doing them.