Growth & Succession Planning for Advisors
AT BELLWETHER IT STILL IS
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Why Advisors Choose Bellwether?
CLIENT FIRST, REDEFINED
We have redefined what it means to put the client first. As a fiduciary, we made a legal promise to our clients that ensure 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.
INDEPENDENT & SUPPORTIVE
Take the guesswork out of the equation and simplify your regulatory processes. Our support and compliance teams do the work so that you do not carry the burden of tedious tasks. Simplifying your business in this way allows you to meet your goals.
TEAMWORK ORIENTED
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.
More time to focus on what matters.
We understand that you need more time to do things that matter, eliminating non-revenue generating tasks. This means more time with your clients and more time to enjoy life. Experience the Bellwether difference.
It's time for something new.
Have a confidential conversation with a member of our team today.
What our advisors say
"Since joining Bellwether, our entire team has become more effective and motivated. Our clients noticed timeliness and improvements in the information they receive."
David Owen, Associate Portfolio Manager, joined in 2017.
"We've seen a decrease in fees and an increase in client performance, satisfaction, and relationships. Making the move to Bellwether provided efficiencies and increased our referrals."
Richard Heinrich and Mark Parlee, Senior Family Wealth Advisors, joined in 2018.
"The industry is changing, I needed a firm that was nimble, creative, and responsive to advisor input. Big enough to compete, but small enough to maneuver and innovate. That's what I was after. That's what I found in Bellwether."
Alan Cameron, Senior Family Wealth Advisor, joined in 2017.
How much is your business worth?
Bellwether offers succession planning and support to Advisors who are looking to retire in the near
future. With our unique model, you won't have to worry about who will buy your book when you
choose to retire. No need to search for a successor.
Get a complimentary valuation.
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