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


At our first meeting we’ll spend time getting to understand what your personal and financial goals are and identify potential risks and challenges.  It will also be an opportunity for us to share the
Bell Wealth Management process; something we have continued to build upon since 1961.  Your trust is paramount, so please be assured that any and all questions are welcomed regarding our business philosophy, ethics and compensation. Before you leave our first meeting, the value and expectations of our professional financial relationship will be clear.

One of the many rewards over the years of working together is celebrating life’s milestone events with our clients…the births, graduations or weddings. We think that the longevity of our relationships and the many multi-generational clients speak volumes about our commitment, professionalism, and performance in helping our clients reach their destination! 
 
  

110 Kimball Avenue, Suite 240 • So. Burlington, Vermont 05403
phone (802) 658-4040 • toll-free (800) 549-7044 • fax (802) 862-4789 • click to email us


Bell Wealth Management
 
Financial Industry Regulatory Authority
FINRA.org
Securities Investor Protection Corporation
SIPC.com


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