Your family working with our family

Life is a Beautiful Mess

Life is a beautiful mess. Bellars Harris Wealth Management is prepared to help. As a Registered Investment Advisory Firm we can show you various possibilities so you can choose what’s best for your life, your family, and your retirement. As our client, what’s important to you is important to us. That’s because for us, wealth management is more than numbers. It’s about helping you find the clearest, straightest path to your goals.

Timothy Bellars

Wealth Manager

Claudia Bellars, CFP^®, CDFA^®

Client Service Manager

An experienced team with a long-term focus

We believe in building in-depth relationships with the people we serve, simply because clients who feel like family are the best kind of clients. That’s the approach our family business has taken since Day One. We are here to be your thoughtful guide through each milestone.

Caring for Your Family

Multi-generation family cooking in kitchen

A family huddle Brings Harmony

With a blended family to take into account, Jerry was struggling to find balance in his estate plan. Our team showed him his options, giving him the confidence that family harmony could be preserved.

Woman reading book on modern living room sofa

Solid guidance for life's journey

Sharon was longing to travel the globe in retirement. We worked with her to help her clearly define this lifelong goal. With a solid financial plan in place, she’s working toward filling up her passport.

An exit plan with Forward momentum

When it came time for Dave to sell his business, he came to us to help design an exit plan. With the details of valuation and tax efficiency covered, Dave is transitioning into his next chapter with ease.

A path forward for living independently

Nancy was newly single and wanted to take greater control of her financial future. She came to us for the advice and guidance to help her on the way to her goal of enjoying financial independence.

The hypothetical examples above are for illustrative purposes and are not representative of any actual experience. Individual results will vary.

“If you don’t have a plan, then there is no plan. And that can be very dangerous.”

Tim Bellars