It might sound obvious, but it’s often overlooked, that wealth creates complexity. Understanding, tracking, investing, diversifying, monitoring, protecting, growing, managing...
When is there time to enjoy your wealth?
Clients of Bell Kearns & Associates have described us as Chief Investment Officers for foundations and families. What we do is take away the complexity – but not the control – of managing your wealth. We are investment consultants who specialize in, well, all that and more.
With experience, acumen (and acuwomen), Bell Kearns brings insight and oversight to the management of your wealth.
And we do it well.