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Our Services

Financial Planning for All Stages of Life

Whatever stage you’re at in your life, you can benefit from financial planning. How can you begin to accumulate wealth to reach future financial goals? How can you protect your family if something should happen to you? What steps do you need to take to ensure you have consistent retirement income? At Bull & Bear Wealth Management, we provide financial management services for all stages of life, and a long-term partnership that helps you reach your goals.

Building and Preserving Personal Wealth

For most people, wealth is much more than money: It’s what helps secure their future. It’s the difference between confidence and uncertainty. It’s a roof over the heads and food in the mouths of those they love most.

We recognize that protecting your wealth is about protecting your family and your future, so we build and manage portfolios with a focus on capital preservation and investments in time-tested and proven assets. By avoiding unnecessary risk, we help you to steadily build your wealth over time while preserving the wealth you’ve already accumulated.

Our Financial Planning Services

Growing and Improving Your Business

Your business is a key part of your legacy and central to your future wealth, and we’re committed to helping our clients grow and build their businesses. We offer comprehensive financial planning strategies for small-business owners, including exit and succession strategies, employer-sponsored retirement plans, business tax planning, and more.

Proper financial management is essential to your small business’s success, and it’s not something that should be left to chance. With expert guidance and a clear financial strategy, you can secure your business’s future—and your own.

Our Business Planning Services

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.  |  (602) 284-0908