802-658-4040 bwm@bellwealth.com

Starting with the destination in mind

Helping you create a personal road map to reach your financial destination so you have more time to focus on life.

Starting with the destination in mind

Helping you create a personal road map to reach your financial destination so you have more time to focus on life.

“If you don’t know where you’re going, you’ll end up someplace else.” – Yogi Berra

Client Experience

Every person’s financial journey is different — our goal is to put you on the right path to reach your version of financial success. Our first meeting with you is dedicated to understanding your personal and financial goals and identify potential risks and challenges. Your trust is paramount, so any questions about our process, philosophy, or ethics will be answered honestly. Before you leave our first meeting, the value and expectations of our professional financial relationship will be clear.

Services

One of the many rewards of long-lasting relationships is celebrating life’s milestone events—births, graduations, and weddings—and the longevity of our relationships and the many multi-generational clients speak volumes about our commitment, professionalism, and performance in helping them reach their destination through all stages of life planning:

Investment Advice

Insurance Planning

Financial Planning

Education Planning

Retirement Income Planning

Estate Planning

Our Team

It’s your destination; we just help you get there.

Check the background of investment professionals on FINRA’s BrokerCheck.

Community Involvement

Bell Wealth Management has strong roots in Vermont and is passionate about giving back to the community. We are proud underwriters of multiple productions through the Flynn Center for the Performing Arts and sponsors of University of Vermont Athletics. We look forward to seeing you at both venues in the future.

Flynn Center for the Perfoming Arts

University of Vermont Baseball

Supporting UVM Athletics

Blog

Good Deeds

Good Deeds

Celebrating a youngest child’s college graduation was a special moment for my wife and I. We had just attended the "Senior Send Off" event, and Seniors were moving on to have their class picture taken at the outdoor Amphitheater. As parents jockeyed around the...

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The Beginning

The Beginning

In finance, we use the term ROI, which stands for Return on Investments; i.e. growing monetary wealth. Recently, I was introduced to the term ROL, Return on Life. This new acronym is about improving one’s happiness by helping others. My parents demonstrated the gift...

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Return on Life

Return on Life

Bell Wealth Management has been and continues to be proud underwriters of multiple productions through the Flynn Center for the Performing Arts. We are also sponsors of UVM Athletics. We look forward to seeing you at both venues in the...

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Contact Us

Bell Wealth Management

110 Kimball Ave, Suite 240
S. Burlington, VT 05403
P: 802-658-4040
F: 802-862-4789
Email us

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