Belmont Private Wealth

Bradley Bishop is a financial advisor at Belmont Private Wealth with 20 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His prior roles include positions at Namtaf Advisors, TSG Properties, and Matter Family Office. Belmont Private Wealth serves individual and high-net-worth clients by providing discretionary wealth management and comprehensive financial planning. The firm employs a Modern Portfolio Theory-based, asset allocation approach using passive investment vehicles alongside manager and fund analysis to build diversified portfolios.

James Pieper is a CFP® and holds a Series 65 license with four years of industry experience. He is currently with Belmont Private Wealth and has previously worked at Krilogy Financial, Moneta Group, Swiss Re, and Tradebot Systems. Belmont Private Wealth serves individual and high-net-worth clients with discretionary wealth management and comprehensive financial planning. The firm employs a Modern Portfolio Theory-based, asset-allocation approach, emphasizing passive investment vehicles alongside manager and fund analysis to construct diversified portfolios.

John Rhodes is a CFP® professional with four years of industry experience, currently serving as an advisor at Belmont Private Wealth. His prior roles include positions at Krilogy Financial and Moneta Group Investment Advisors. Rhodes also spent four years at Elon University earlier in his career. Belmont Private Wealth works with individual and high-net-worth clients, offering discretionary wealth management and comprehensive financial planning. The firm employs an asset-allocation approach based on Modern Portfolio Theory, favoring passive investment vehicles alongside manager and fund analysis to build diversified portfolios.