Hear from our Advisors

"When it comes to investment management there are lots of choices, but our decision to partner with Bellwether has made a significant difference to our business. We've seen a decrease in fees and an increase in client performance, satisfaction, and relationships. Making this move to Bellwether has provided efficiencies and increased our referrals."

—Richard Heinrich & Mark Parlee, Family Wealth Advisors, joined in 2018

 

"We all know the industry is changing. I needed a firm that was nimble, creative, and most importantly, responsive to advisor input—with a sense of shared agenda. Bellwether provided all of that, and reminded me of what it was like to be part of a team. I'm able to serve my clients' best interests, while remaining secure in the knowledge that it's also the best way to serve the interests of my business. Big enough to compete, small enough to maneuver and innovate, and accountable - that's what I was after. That's what I found in Bellwether."

—Alan Cameron , Family Wealth Advisor, Joined in 2017

 

"Since joining Bellwether, our entire team has become more effective, in tune, and highly motivated. Our clients have already noticed the timeliness and improvements in the information they receive. An improved understanding of their holdings has led to increased productivity in meetings, and the planning they receive has expanded beyond traditional barriers. For our business, the decision to join Bellwether was the right one. A very good one. And our clients agree."

—David Owen, Family Wealth Advisor, joined in 2017

Client Centric

We've redefined what it means to put the client first. As a fiduciary, we've made a legal promise to our clients that ensures their unique needs are met and their expectations are exceeded.

Discretionary

We are able to adjust your clients' portfolios to where they need to be, without hassling the client. And our strategy has proven to maintain and build clients' nest eggs.

Support

Take the guesswork out of the equation and simplify your regulatory processes. Our support and compliance teams do the work so that you don't carry the burden of tedious tasks. Simplifying your business in this way allows you to meet your business goals.

Teamwork

We believe in growing together—along with your clients' portfolios. When we work as a team, you're able to focus on what you do best; managing client relationships.

Take your business to the next level

Support that enables you to do your job more efficiently. Foster deeper relationships with your clients and free up time to devote to new business.
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How much is your business worth?

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Please contact us to learn more about a partnership with Bellwether.

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