We are a team of investment professionals with Wall Street backgrounds that are passionate about investing. You work hard to build financial security and deserve to rest assured once you have accumulated significant assets. We offer personalized guidance so you know you are making the right decisions at the right time.
Clients who are building wealth, have a great income and have accumulated enough that they want to make the best decisions with what they have - and what they will have. Wealthy families who want to ensure their financial situation is in good hands with someone who can select from a multitude of direct investments.
Clients who are building wealth, have a great income and have accumulated enough that they want to make the best decisions with what they have - and what they will have. Wealthy families who want to ensure their financial situation is in good hands with someone who can select from a multitude of direct investments.
Services
We go far beyond just investing for our clients; we are committed to being their crucial financial life partner. We are pragmatic, fundamental investors that use a variety of traditional investment tools to generate additional Alpha for our clients, such as covered call option positions. We can also provide customized covered call options strategies.
We have a group within our organization that specializes in retirement plan fiduciary services for employers throughout the U.S. Fiduciary oversight - Greatly reduced liability due to the shared fiduciary roles of the team. Bell Rock has a Professional Plan Consultant and AIFA designation on our team to help you as a fiduciary.
We strive to engage our clients in conversations around the family's goals, priorities and legacy - both for the near term and future generations. We believe in partnering with our client's other trusted advisors (CPAs, Enrolled Agents, Estate Attorneys, Insurance Brokers, etc.) to ensure a coordinated effort of all parties toward the client's stated goals.
Your goals and values matter, so we spend time learning about what financial decisions you've made and what you need to do - what success looks like to you and what you value. Our depth of investment expertise - and Wall Street backgrounds - offer you and your family unique insights into a variety of investment choices in order to create an optimized portfolio for your needs.
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