Bell&Brown Wealth Advisors LLC, is comprised of partners, Lantz Bell, Jeff Brown, and senior administrator Marilyn Horsley. Client assets/investments are held with a top tier custodian!
Bell&Brown Advisors provide strategic investment advice to clients helping families reach their personal savings goal(s). We take a long-term approach in investments, beginning with our fiduciary responsibility (acting in the sole benefit of the client).
Lantz & Jeff build balanced/diversified portfolios for client’s risk tolerance, growth and income needs. We invest in great companies with dominant positions and strong management, balanced with investment grade fixed income securities.
Our goal is to tailor your account(s) to your individual needs, objectives, and risk tolerance.
Simply put, We invest the old-fashioned way. We buy our clients QUALITY STOCKS & BONDS
Wealth management is an art, and Lantz Bell is as good as it gets. There's so much more to financial management than buying and selling stocks and Lantz skillfully strategizes and tailors every account to meet each individual's goals. Lantz has adeptly managed my financial world for more than 25 years, consistently beating the averages, exceeding my expectations year after year, and it's a pleasure to work with Lantz in every respect. Look no further than Bell & Brown.
I have been a client of Jeff Brown since 1993 and have stayed with him for all these 25 years. Where Jeff has been my wealth has been and has grown with expert guidance. Bell & Brown are the wealth advisors to my entire family as well. Whenever I am asked who I recommend for good, sound, honest financial advice and service, I encourage them to contact Bell & Brown Wealth Advisors.
Growing and fortifying your wealth is our mission
949 396 1088
949 396 1087
Bell & Brown Wealth Advisors, LLC.
14 Corporate Plaza Dr, STE 100
Newport Beach, CA 92660