Every person's financial journey is different - our goal is to put you on the right path to reach your version of financial success. Our first meeting with you is dedicated to understanding your personal and financial goals and identify potential risks and challenges. Your trust is paramount, so any questions about our process, philosophy, or ethics will be answered honestly.
Before you leave our first meeting, the value and expectations of our professional financial relationship will be clear.
Before you leave our first meeting, the value and expectations of our professional financial relationship will be clear.
Services
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
Whether you are just starting to save, or late in retirement years - now is the right time to start securing your financial future. It doesn't matter if you create your first financial plan after retirement or in your teenage years. The only thing that matters is that you have the courage and willingness to take that first step.
You have worked hard to accumulate your wealth. What are you doing to ensure your hard work continues to pay off? At Bell Wealth Management, we believe that a solid financial plan combined with a distinct retirement plan will not only protect your current wealth, but will vastly impact its growth in the future.
As an independent firm that adheres to the fiduciary standard of care, Bell Wealth Management has advisors with the ability to construct portfolios that are free from limitations, and that put You First. Our firm has chosen to work on a fee-based approach, which means the success of your portfolio is directly tied to our success as your advisor.
We recently had a Question and Answer session with our new paraplanner Lucas Auger, so you can get a better feel for who we are working with! We tried to think of everything we could, but if there is something else you would like to know, please send us an email and we will get it answered! Here we go.
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