A complete list of active advisors currently associated with Bellwether Wealth

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

Bellwether Wealth provides investment management and a range of planning services — including financial, retirement, estate and tax planning — to individuals, retirement plans, trusts, estates, charitable organizations, corporations and other business entities. According to its Form ADV, the firm manages roughly $782.8 million in discretionary client assets for about 482 clients and operates with a team of six advisors. The firm serves as a discretionary, total‑portfolio manager that combines active and passive strategies and typically implements model portfolios tailored to each client’s goals, time horizon and documented risk tolerance. Bellwether supplements its investment committee’s process with a proprietary model and an industry‑agnostic third‑party artificial intelligence platform that uses third‑party data vendors (e.g., FactSet) and predictive analysis to rank publicly traded stocks within S&P 500 sectors for model construction. Bellwether’s business practices include some uncommon marketing and distribution features for a team firm: it discloses promoter/referral agreements that pay a portion of advisory fees to outside promoters (including referrals tied to readers of Institute for Trend Research materials) and uses endorsements in advertising. The firm also discloses that it advertises performance results and documents related procedures and conflicts in its Form ADV, practices that are less common among comparable team advisors.

To learn more about the advisors currently working at Bellwether 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.