Modern wealth management solutions

Combining advisor clarity with AI research 

The Equity Optimizer™

Machine learning meets economic insight.

44

States Served

91

Years of Combined

Advisor Experience

95%

Client Retention Rate

Tailored service, transparent process.

Why Clients Stay With Bellwether

  • Personalized Financial Planning tailored to your goals, risk tolerance, and life stage

  • Disciplined, Data-Driven Investing using machine learning and leading economic indicators

  • Real Advisors, Real Relationships — not call centers or robo-advisors

  • Transparent Process so you always understand what’s happening and why

  • Proactive Communication to keep you informed through every market cycle

  • Portfolios Built to Adapt as conditions change — not just set-it-and-forget-it

As Seen In

>1 Million

Economic Calculations Per Month

Designed to

Adapt.

Recent Newsletters

Newsletters
Front-Running Tariffs Distort GDP
Front-Running Tariffs Distort GDP

However, companies did not sell the massive influx of imports, leaving some to accumulate in warehouses across the country. This surge in inventories contributed more than two percentage points to GDP. Why? Inventories act as a balancing figure—when they increase, it adds to GDP; when they decline, it detracts from GDP.

Read More →
Tariffs On, Tariffs Off, Tariffs Back On (Sort of)
Tariffs On, Tariffs Off, Tariffs Back On (Sort of)

We analyze a range of economic and financial indicators through a focused perspective (a narrow lens), particularly regarding how sensitive matters may impact investors. This focused approach closely aligns with our expertise in financial advising and planning.

That leads us to this week's topic: tariffs. Our goal is to strip out the political angle and view the potential for new tariffs through the narrow lens of the market, i.e., investors.

Read More →
Tariff Threat in Play
Tariff Threat in Play

We analyze a range of economic and financial indicators through a focused perspective (a narrow lens), particularly regarding how sensitive matters may impact investors. This focused approach closely aligns with our expertise in financial advising and planning.

That leads us to this week's topic: tariffs. Our goal is to strip out the political angle and view the potential for new tariffs through the narrow lens of the market, i.e., investors.

Read More →