Bell & Brown Wealth Advisors, LLC is comprised of partners, Lantz Bell and Jeff Brown, and senior administrator Marilyn Horsley. We use a long-term investment approach beginning with our fiduciary responsibility, acting in the sole benefit of you, our client. Thank you for your trust.
For Decades, Bell & Brown Advisors has provided strategic investment advice to clients to help them reach their personal savings goals. We take a long-term approach to our investments which begin with our fiduciary responsibility (acting in the sole benefit of the client). We build and create portfolios that are diversified and well balanced, and reflect the needs of our clients We invest in great companies with dominant positions and strong management. High grade fixed income securities add balance and income to your portfolio.
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.
1305 Park Ave
Newport Beach, CA 92662
Lantz@bellbrownadvisors.com
Jeff@bellbrownadvisors.com
Marilyn@bellbrownadvisors.com
