802-658-4040 bwm@bellwealth.com
Q&A Session with Tyson Pettitt

Q&A Session with Tyson Pettitt

I recently had a Question and Answer session with my new business partner, Tyson Pettitt, so you can get a better feel for who I am working with! I tried to think of everything I could, but if there is something else you would like to know, please send us an email and...

Bell Wealth merges with Berger Financial Group

Bell Wealth Management announced that they will be merging with Berger Financial Group of Plymouth, Minnesota. Together they will manage over 1200 client relationships across 38 states. Their workforce of 44 employees will have offices in Burlington, Vermont;...
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 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...
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...