Simple. Open. Transparent.

Helping You With What Matters

Is Risk Keeping You Up at Night?
Guidance & Direction

So You Can Rest Assured

Is Risk Keeping You Up at Night?
Insight & Perspective

To Reach Your Financial Goals

Is Risk Keeping You Up at Night?

At our core, we keep things simple, open and transparent, so you can rest assured.

We are a team of investment professionals with Wall Street backgrounds that are passionate about investing. You work hard to build financial security and deserve to rest assured once you have accumulated significant assets. We offer personalized guidance so you know you are making the right decisions at the right time.

Who We Work With

Wealth Building

Clients who are building wealth, have a great income and have accumulated enough that they want to make the best decisions with what they have – and what they will have.

Wealth Already Created

Wealthy families who want to ensure their financial situation is in good hands with someone who can select from a multitude of direct investments.

Dissatisfied Investors

Individuals with wealth who have made a number of financial decisions and want a fresh look to confirm they are on track.

Employers/Business Owners

Employers and business owners offering retirement planning for their employees can count on us to be their co-fiduciary or advisor.

Who We Work With | Bell Rock Capital | Financial Planning, Investment Management, Retirement Plans
Who We Work With | Bell Rock Capital | Financial Planning, Investment Management, Retirement Plans

Our Competitive Advantage:

The Bell Rock Way


Bell Rock Capital constructs portfolios based on the risk tolerance, income needs and other factors of our clients.


Unlike larger firms, you have direct access to the portfolio managers at any time.


All of our services are fee-based, we earn no commissions.

Investment Philosophy

We are different from many advisors and fund companies due in large part to the fact that we don’t use mutual funds, off-the-shelf model portfolios, or outside firms for investment selections.


Portfolios receive hands-on management, every single day.


Bell Rock Capital has strategic alliances with experts to offer our clients access to banking and other financial services.