One client at a time

About us & Philosophy.

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

Lantz Bell
Managing Partner

Our Services

Professional Investment Management
  • Discretionary portfolio- Asset based-fee structure
  • Non-Discretionary portfolio-Asset based fee structure
  • Risk management
  • Customized service
  • Accessibility
Technology
  • Online and Mobile account Access
  • E-signature
  • E-delivery for client statements
  • Mobile deposit
  • ACH- (automatic transfer of funds)
  • Mobile app (iPhone, Android)
Access to
  • Competitive lending (margin/pledge account)
  • Checking
  • Credit card
  • ATM reimbursement
  • 350+ branches Nationwide

Our Team

Growing and fortifying your wealth is our mission

Jeff Brown
Managing Partner

Get
In Touch

Phone :

949 396 1088

Fax :

949 396 1087

Address :

Bell & Brown Wealth Advisors, LLC.
14 Corporate Plaza Dr, STE 100
Newport Beach, CA 92660

Email :

contact@bellbrownadvisors.com
support@bellbrownadvisors.com