8765 W. Kelton Lane
Build and Preserve Your Wealth.
Whether you’re just starting to build your wealth or looking to preserve it through retirement, we can provide the guidance you need.
From Wall Street to Main Street.
Get expert financial guidance from professionals with the highest level of experience. We put our investment knowledge to work for you.
It’s Not Always about the Money.
We do more than help you accumulate wealth. We help you put that money to work and use it to help you achieve your personal goals.
We all have different definitions of financial success. It may be tied to accumulating a certain amount of wealth, but more likely, your vision of success is tied to achieving certain objectives. Whether you want to be able to travel frequently in your retirement, are looking to grow your business, or simply want to feel financially secure, these goals are the driving factors behind your financial plan.
At Bull & Bear Wealth Management, we can help you build and preserve the wealth you need to reach your long-term and short-term objectives, whatever they may be. From business planning to retirement income strategies and everything in between, we can provide the financial expertise and guidance you need to put your wealth to work and get yourself on the path to achieving your goals.
Don’t settle for outdated investment strategies and financial guesswork. Let us create a financial plan tailored to your needs, assets, goals, and risk tolerance.
If you’re ready to take control of your finances and your future, schedule an appointment with us today.
Experience You Need. Guidance You Can Trust.
We have experience working with clients of all sizes, with a wide variety of assets. From personal wealth planning to financial advisement for large businesses, we have the experience you need to feel confident in your financial future.
Whatever you envision for your retirement, we can help you achieve it. We’ll help you accumulate the wealth needed to retire, and provide you with ongoing strategies to make sure that wealth lasts.
There’s much more to investing than “buy low, sell high.” We’ll help you find an investment strategy that’s tailored to your risk tolerance, long-term and short-term goals, and your time horizon.
Taxes should be a consideration in every aspect of your financial plan, from what accounts you invest in to when you decide to sell your stocks. We’ll help you navigate how taxes impact your wealth strategy.
Your business’s financial future shouldn’t be left to chance. We can help with basic financial advisement and strategies, as well as establishing employer-sponsored retirement plans, exit strategies, and more.