Wealth Management for Individuals, Families, and 401(K) advisors to employers.


Provide money management with team members that are seasoned equity research analysts.


Work with you to determine your financial risk tolerance, and your financial life goals, which we will continuously review with you every step along the way.


Commit to helping you strive for the healthiest financial life possible.


Provide unbiased financial advice and utilize only stocks, bonds and ETF’s to tailor a portfolio based on your risk tolerance.


Be hands-on, available to you anytime, anywhere, 365 days a year.

Please Note: Bell Rock does not serve as an attorney, accountant, or insurance agent. Bell Rock does not prepare legal documents, nor does it sell insurance products. If the client desires, one of Bell Rock’s representatives, in their separate individual capacities, can be engaged to be provide insurance sales/services as described on Bell Rock’s written disclosure Brochure, per the terms and conditions of a separate engagement and fee.