Your family working with our family
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.
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
A family huddle Brings Harmony
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.
The hypothetical examples above are for illustrative purposes and are not representative of any actual experience. Individual results will vary.