Bell & Brown Wealth Advisors

Financial Services - Newport Beach, California, United States

Bell & Brown Wealth Advisors Employees
Lantz Bell

Senior Portfolio Manager - Co-Founder, Managing Partner

Contact Lantz Bell

Jeffrey Brown

Co-Founder, Managing Partner – Senior Portfolio Manager

Contact Jeffrey Brown

Contact All Bell & Brown Wealth Advisors Employees
Bell & Brown Wealth Advisors Senior Management
Lantz Bell

Senior Portfolio Manager - Co-Founder, Managing Partner

Contact Lantz Bell

Jeffrey Brown

Co-Founder, Managing Partner – Senior Portfolio Manager

Contact Jeffrey Brown

Contact All Bell & Brown Wealth Advisors Employees
Bell & Brown Wealth Advisors Details

Bell & Brown Wealth Advisors, LLC is comprised of partners, Lantz Bell and Jeff Brown, and senior administrator Marilyn Horsley. We use a long-term investment approach beginning with our fiduciary responsibility, acting in the sole benefit of you, our client. Thank you for your trust.For Decades, Bell & Brown Advisors has provided strategic investment advice to clients to help them reach their personal savings goals. We take a long-term approach to our investments which begin with our fiduciary responsibility (acting in the sole benefit of the client). We build and create portfolios that are diversified and well balanced, and reflect the needs of our clients We invest in great companies with dominant positions and strong management. High grade fixed income securities add balance and income to your portfolio.Our goal is to tailor your account(s) to your individual needs, objectives, and risk tolerance.

Bell & Brown Wealth Advisors logo, Bell & Brown Wealth Advisors contact details
Employees: 2
HQ: +1 949-396-1085
Location: Newport Beach, California, United States
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