Home

Our Philosophy

Since 1995, the Bell Financial Group has been focused on creating customized wealth solutions for high net worth families, executives, entrepreneurs and institutions. Our conscientious process of goal setting, planning, implementation and monitoring has created long-lasting advisor and client partnerships. The key to our success is a thorough understanding of our clients' goals and objectives, and catering their portfolios to ever-changing circumstances. Our competitive edge is our combined 100-plus years of professional experience, extensive education and proprietary quantitative portfolios.

How We Manage Your Wealth

With a combination of discretionary portfolio management, traditional brokerage services, estate planning and external institutional managers, the Bell Financial Group supervises your wealth so you can focus on all of life's other priorities.

"As wealth managers, we believe we should offer a diversified investment program that allows our clients to preserve and grow their wealth over time while minimizing risk and providing the income they desire."

Jeffrey S. Bell, CIM, CFA
Senior Wealth Advisor, Senior Portfolio Manager