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
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