A complete list of active advisors currently associated with Belmont Private Wealth

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

Belmont Private Wealth provides wealth management and financial planning to individual and high‑net‑worth clients, offering discretionary portfolio management and written financial plans. The firm is fee‑only and generally charges percentage‑of‑assets under management fees for its investment services. The firm’s investment approach is grounded in Modern Portfolio Theory and asset allocation, with a bias toward passive investments using index mutual funds and ETFs alongside mutual fund/ETF manager analysis; accounts are reviewed quarterly and managed on a discretionary basis. Clients work with planners on ongoing financial planning that can cover cash flow, retirement, business planning, estate planning, insurance, and tax considerations, and may impose reasonable written investment restrictions. Belmont is relatively new (founded in 2024) but manages roughly $192.1 million for a small client base of 29, indicating a high level of assets per client and a concentrated client focus. The firm operates with three advisors across four offices, requires custody at either Schwab or Fidelity (it does not permit client‑directed brokerage), and does not accept transaction‑based compensation.

To learn more about the advisors currently working at Belmont Private 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.