Our Approach

Bell & Associates Wealth Management is an independent wealth management practice devoted to assisting individuals, families and businesses to secure their financial future. Through a comprehensive approach, we partner with our clients to provide sound financial counsel designed to work towards their unique financial needs. As trusted advisors we focus our energy to ensure your investment and retirement goals are addressed. Rest assured this is not a static process but a flexible and fluid approach allowing us to adapt to the changes and challenges everyone faces throughout their lives.

Our comprehensive approach means we take the time to truly understand you and your personal financial goals and concerns. We evaluate your tolerance for risk and construct proposals to manage those issues. We create strategies with the goal to enhance your wealth by taking advantage of potential opportunities in the markets. We develop plans to help preserve your current assets.

Our approach is guided by a multi-step process. Our first responsibility is to understand your current situation; what is most important to you. Next, we identify the issues which affect you and your family’s short term and long term financial goals. Once this assessment is complete, we take the time to provide you with the full range of issues and possible options to address these challenges. Through frequent communication, we adjust plans and evaluate current strategies in an effort to take advantage of the changes in market conditions. In the end, it is about helping you on your personal journey to financial independence.

As an independent firm, we offer the strength and security of our relationship with the largest independent broker-dealer in the country, LPL Financial (based on total revenues as reported by Financial Planning Magazine 1996-2017), but the personal service and integrity that comes from working with committed members of our community.