We’re with you for the long haul.
Guiding families and businesses to financial solutions.
Premier Wealth Management and Employer Services
We help businesses and individuals optimize their finances and find financial solutions that are right for them.
Effective financial planning requires more than numbers—it demands strategy, clarity, and the approriate tools to support long-term goals. We collaborate with clients to simplify complex financial decisions, strengthen organizational planning, and create pathways that support both professional and personal wealth strategies.
Our Institutional Partners
Goldman Sachs
Fidelity Investments
Cascadia
Nationwide
Mass Mutual
Why Choose Bell Tower?
Fiduciary Standard of Care
When providing guidance to investment advisory clients, we operate under a fiduciary standard of care – that means always acting in your best interest, regardless of circumstances or compensation.
Wealth Management Solutions
It’s in the name: wealth management. We don’t just help you allocate assets, we evaluate your debts, liabilities, special circumstances, and personal goals to build a synchronous roadmap to guide the way.
Family Values at Our Core
We keep family at the core of our firm – both yours, and ours. Family is what drives us to provide the most for our clients, ensuring that your family has a dependable financial plan in place for life’s “what ifs”.
Wide Variety Products and Service
We offer a wide range of protection, accumulation, wealth management and retirement income solutions, and are committed to delivering you an exceptional level of service.
Our Areas of Practice
Depending on your goals, we can help you address a specific financial need. Or, our firm can take a wholistic approach to address multiple areas in harmony.
Cash Flow Analysis
Where should I be keeping my money, and why? Learn how you should allocate every dollar to make the most of your income.
Investment Strategy
Am I investing with the right balance of risk to return for my goals? Invest with financial confidence and a custom-tailored plan.
Risk Management Strategies
What financial risks could my family and I be vulnerable to? Guard against uncertainty with the right insurance and investment strategies.
Employer Retirement Services
Is my business’ qualified retirement plan meeting my employees’ needs? Am I getting the most for my cost? Optimize your plan.
Employer Insurance Benefits
Can I do more to maximize my tax deductions? Can my benefits stand up to competitors’? Attract and retain top talent efficiently.
Financial Education
Does my workforce understand how to make the best use of our benefits? Build systems to educate your team without added burdens.
Ready to give Bell Tower a ring?
Use the embedded Calendly scheduler to view available times and schedule a complimentary consultation with our team. Or, you can give us a ring at +1 (845) 347-4449 to find out how we can help.