We want to get to know you in order to help you make the best decisions possible.

Our Process

Wealth management is like a six sided puzzle. Many people work on one side to get it “just right” while the other five sides get out of alignment. Our process starts with identifying what you want the entire “puzzle” to look like and determine what has been working for you thus far and what hasn’t been working for you.

Our Services

Wealth Management is like a puzzle, let us help you find the solution.

Cash Flow Planning

Keeping a Conscientious eye on your cash flow strategy can help safeguard your assets for whatever life, the markets or new tax legislation sends your way.​

Estate Planning

Everyone needs to have an estate plan, and everyone's estate plan will change.​

Charitable Giving

Charitable giving is an option for people in every tax bracket, and there are benefits to giving both in life and after death.​

Wealth Protection

We care about your property casualty and other risk management policies because they play an important role in your overall portfolio.​

Portfolio Management

We care about your property casualty and other risk management policies because they play an important role in your overall portfolio.​

Relationship Management

A strong client-advisor relationship is what makes all the pieces fit together.​

Looking to learn more?

Get in touch today

Securities offered through Purshe Kaplan Sterling Investments,, member FINRA/SIPC. Headquartered at 18 Corporate Woods Blvd., Albany, NY 12211. Purshe Kaplan Sterling Investments and Bellwether Advisors, LLC are not affiliated companies. Investments through PKS or RIA are:

NOT FDIC INSURED
NOT BANK GUARANTEED
MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL NOT INSURED BY ANY STATE OR FEDERAL AGENCY

© 2019 Bellwether Wealth. All rights reserved.

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