Protect your family tree with a free portfolio review.

If you've been considering making a change in the way your family's financial future is managed, a free portfolio review is the perfect first step. We'll explore your current situation to learn about your financial goals and needs, then explain how Bellwether's approach will help you get there. Together, we'll turn your dreams into a concrete plan that will give your family tree everything it needs to grow.

Here's what you'll get:

  • An honest conversation about your money

    With a free portfolio review, you'll get a frank conversation about your current financial circumstances, future plans, plus taxes, insurance and estate planning requirements. Tell us what keeps you up at night and we'll do our best to help you manage it.

  • A careful review & analysis

    We'll work together to understand your investment goals and take a hard look at your current investment and retirement strategies. We carefully review your current assets to provide recommendations, look for missed opportunities, and help you reach your goals.

  • Expert help to see the big picture

    A free portfolio review with a Bellwether financial planning expert is structured to help you turn your dreams into investment objectives. We'll introduce you to Bellwether's investment management approach to decide if there's a good fit with your needs.

Book your free portfolio review

Fill out the form and take your first step towards investing in a better future. 

Develop a plan to accomplish your goals

If you've found the conversation helpful and want to hear our recommendations, we'll use what we’ve learned in your free portfolio review to develop a plan to ensure you can accomplish your investment goals.

Your custom investment plan from Bellwether will:

  • Help you meet your investment goals
  • Identify and address any insurance needs
  • Help to minimize your taxes
  • Manage your estate and charitable giving in the best way possible.
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