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8765 W. Kelton Lane Suite B5W Peoria, AZ 85382

623 267-3693
helen@bullbearwealth.com

About Us

A Trusted Partner for Your Financial Future

At Bull & Bear Wealth Management, we value the relationships we build with our clients above all else. It is our goal to become a long-term partner that you can trust in navigating the often-complex decisions related to your finances. Through a breadth of experience and exceptional depth of knowledge, we can offer the insight and advice you need to manage your financial affairs throughout every stage of life.

But more importantly, we put our clients’ needs first in every situation, and every decision is made with their best interests in mind. That’s why our clients trust us with protecting their assets, growing their wealth, and reaching their financial goals.

A Focus on the Bigger Picture

A Focus on the Bigger Picture

Most people can see and understand the value of money management and portfolio management; they receive a statement every month that can show them their progress and growth. But these are just a small drop in the bucket of long-term financial planning.

We help to educate our clients to take an active role in their wealth management, and provide the guidance needed to see the bigger picture. Long-term planning may not bring immediate, measurable results, but it puts you on the path to long-term success—which is what we want for every client.

Knowledge is power.

It’s also the foundation for intelligent, well-considered decisions. When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can impact your future. For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming.

Support throughout Your Financial Journey

Support throughout Your Financial Journey

Located in Peoria, AZ, Bull & Bear Wealth Management serves clients all over the country. Our clients come to us at all stages in their financial journeys, from young professionals just starting out, to lifelong earners who are ready to enjoy their retirement. We don’t choose our clients based on their portfolio value or how close they are to retiring, but on how much we believe we can help them.

Founded in 2021 by Ted Horowitz and Ben Belanger, our team has over 45 years of combined experience managing assets for businesses and individuals alike. We’ve run businesses, handled real estate, and even worked on Wall Street, giving us the knowledge and experience to handle assets of all types and sizes. We’re committed to supporting our clients throughout their financial journeys, in the bear markets and the bull markets, until they reach their financial goals.

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