Wealth Management Is About More Than Financial Planning

If you’re like our clients, then you got to where you are in life by planning ahead, working hard and relying on smart people that you trust to support you ably and reliably. That’s who we are and what we do for successful people like you. We integrate and manage all aspects of your financial life, liberating you to focus on the things that matter to you and your family.

Our select group of clients benefit from the knowledge and resources of a seasoned team of experts who have nearly a century of combined experience in the field. We bring that experience to bear to free you of the burden and stress of managing your wealth independently, thereby giving you the freedom to pursue your dreams and passions.

If you would like to talk with us about what we can do for you, please feel free to call us at 512-347-9500 or email us and we’ll be happy to answer any questions you have. If you prefer to learn a little more before contacting us, though, understanding our approach to Wealth Management is the perfect place to begin.

We believe that investors are best served by a proven process known as Consultative Wealth Management, which provides a comprehensive solution for better managing your personal finances and enhancing your long-term quality of life.

Consultative Wealth Management is more complex than just investing money, or discussing mortgages and insurance, though; It’s about a long-term effort culminating in security and happiness for you, your family and future generations. That effort involves three key disciplines:

Investment Consulting is the astute management of your investments with the ultimate objective of achieving one or more financial goals; something that always involves the creation of an investment plan, portfolio construction, ongoing portfolio management and regular reporting. One size does not fit all, though, so we make sure to tailor our Investment Consulting to your personal needs, which means counseling with respect to external investments such as real estate, mineral rights or any other financial dealings that could affect the secure future of your wealth.

It’s our job to stay on top of things, which is why proper Investment Consulting is proactive. This is an important distinction, because it means that we don’t ever put you on autopilot. At Bell Wealth Management, we meet together with you on a regular basis to give you evaluations, ask questions and listen to what you have to say. Only after we all feel that we’ve reached an understanding will we recommend any changes that are appropriate and in your best interest.

Advanced Planning addresses the wider range of financial needs in your life; needs that extend far beyond just investments. To understand what makes our approach comprehensive, it helps to see how we view and evaluate hese needs.

• Wealth Enhancement is the integration of efficient tax-management strategies into your overall financial plan to make sure you’re keeping as much of your hard-earned wealth as possible.
• Wealth Protection includes liability protection, debt management, income replacement and practice management strategies to prepare for life’s uncertainties.
• Wealth Transfer creates and maintains an up-to-date estate plan (e.g. wills, trusts, etc) to make sure that your children and grandchildren enjoy the legacy that you intend to create for them.
• Charitable Giving maximizes the impact of your planned philanthropic and charitable gifts while also ensuring that they fit in with our agreed-upon wealth enhancement strategy.

Relationship Management is the keystone element. Without proper communication between you as the client, us as your wealth manager and all other key parties involved in your financial life, Consultative Wealth Management will fail to achieve its full potential. That’s why our primary focus in relationship management is:

• understanding what is most important to you and staying abreast of changes in your life;
• maintaining a network of experts whose talent can be leveraged and shared with you; and
• building effective working relationships with your existing professional advisors to ensure that we’re all on the same page and working together in your best interest.

By carefully integrating these disciplines into our Consultative Wealth Management approach, we are able to provide you with an exhaustive level of service that produces the long-term financial results you want to achieve. As importantly, you will have faith in our participatory process and the end result because you will be part of it at every step.

If you would like to learn more about what we do, you can read about some of our areas of expertise, how we view our role and what our carefully planned process looks like. On the other hand, if you would like more personal attention to your questions and concerns, please call us at 512-347-9500 or email us and we’ll make sure to respond promptly and attentively.