A complete list of active advisors currently associated with Bellatrice Wealth

Warmer can help you find a great advisor at Bellatrice Wealth or one who fits your needs even better.

Bellatrice Wealth is a fee-only advisory firm that provides wealth management and financial planning services to individuals and high-net-worth clients. The firm offers ongoing investment advice, written comprehensive financial plans, and monitoring of held-away accounts (such as 401(k)s and 529 plans), and generally applies a $500,000 account minimum that may be reduced or waived on a case-by-case basis. The firm’s investment approach combines modern portfolio theory with a mix of passive and active fund selections and employs fundamental, cyclical, and charting analysis to inform asset-allocation and security choices. Investment management is provided on a non‑discretionary basis—clients approve trades—and planning engagements typically cover topics such as retirement projections, college savings, business planning, and employee benefits. Distinctive for a recently registered firm with no assets under advisement to date, Bellatrice Wealth emphasizes delivering both financial planning and individual portfolio management, services that are relatively uncommon for firms at this stage. Its principal is a CFP® professional with prior institutional experience and maintains a separate financial coaching business that may lead to client referrals, and the firm does not act as a private fund adviser.

To learn more about the advisors currently working at Bellatrice Wealth, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Kelly Gushue	Boston, MA	9

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

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