We are Independent

Working with an independent, fee-only wealth manager like Bell Wealth Management means working with someone who only acts in your interest and who only works on your behalf.  The open architecture of our wealth management strategy means that here at BWM, we have access to the best institutional money managers in the world; we’re not locked into kickback relationships with particular partners. Because we don’t have commission-based relationships with the partners we work with in other fields, and because we don’t make any money based on referring you to them, there’s no incentive for us to use any partner or make any investment that’s not in your best interest.

We Follow A Disciplined Process

Consultative Wealth Management has a proven track record, which is why we practice it.  It focuses on setting priorities and achieving written goals, which is the best, most tangible way of handling our relationship – it sets out expectations and demands accountability.  Your satisfaction as a client is achieved through open communication, proactive advice and the regular measurement of progress toward our agreed-upon goals in a repeatable, time-tested process.

We Have A Prudent Investment Philosophy

Our investment strategy is based on decades of academic and empirical research.  We believe in maintaining diversified portfolios and efficiently capturing capital market returns based on our understanding of your desired goals and your investment needs and interests.

We Are Experienced

As a client, you’ll work directly with us as seasoned professionals, you won’t be handed off to new hires or assistants like you might have experienced elsewhere – in fact, we don’t have young new hires or assistants. We place a high value on continuing education and on remaining current in our field and we only take on a select group of clients, leaving us ample time to focus on your needs.

You Can Trust Us

Our integrity is our most valuable asset and it is unimpeachable.

We Are Available & Attentive

We’re here for you reliably and any time you need us and we are always looking our for your interests and guarding your nest egg. In fact, if you would like to talk with us now, just give us a call at 512-347-9500 or email us and we’ll get right back to you as soon as we can.