THOUGHTFUL DECISION-MAKING. EFFECTIVE COMMUNICATION. LONG-TERM FOCUS.
From the large Wall Street firm to your neighborhood insurance agent, all types of advisors claim to offer comprehensive wealth management. How are we different? For starters, we are not brokers and we do not sell products. We are independent Registered Investment Advisors, and we only work for you.
WE ARE INDEPENDENT
An independent advisor is a professional who operates in an open environment, someone who has access to the best investment managers in the world, but who is beholden to none. In addition, a “fee-only” advisor accepts no commissions or kickback arrangements. Our interests are aligned with your interests–your long-term financial success.
WE ARE DISCIPLINED
Decades of research stand behind our investment strategy and consultative planning process. What we do for clients has proven beneficial in both good times and in bad. Specifically, our conviction to what we believe has allowed us to remain disciplined and calm during periods of crisis. In turn, this has allowed us to provide significant value to our clients over time.
WE ARE EXPERIENCED
When you choose to work with Bell Wealth Management, you receive over 50 years of financial planning and investment management experience. In addition, you gain the expertise of both a Certified Financial Planner and a Chartered Financial Analyst. We believe that clients are best served by a team of professionals who know their personal situation intimately, and who are able to add value by providing proactive advice on an ongoing basis.