Financial Planning

Do you believe that if you do the right things financially, that good things should happen?  Financial Planning is the art and science of marshaling client resources to meet Financial Goals and Objectives.  Bellaire Capital Management, LLC offers a range of Financial Planning Services.  We offer subscription based services where the fee is charged as percentage of household assets.  We also offer targeted financial planning services where the service is limited to one or more of the main planning areas - which include Investment Planning, Tax Planning, Retirement Planning, and Insurance and Risk Management Planning.  We also offer Estate Planning.  For our targeted plans - which are limited in scope and duration - the fees are based off an hourly rate..  ​

Investment Management

Bellaire Capital Management, LLC offers a full range of Investment Strategies that are customized to help you meet your investment goals.

​We offer flexibility in implementing your customized solution - offering discretionary Investment Management where we will handle the portfolio implementation and also offering Investment planning solutions where the ultimate buy/sell decision resides with the client.

Small Business Planning

​As a small business owner,  you have incredible responsibilities along with incredible opportunities when it comes to planning your business's retirement planning package, benefits, employee incentive compensation and your individual priorities as a business owner.

​Let Bellaire Capital Management help you optimize your Retirement Solutions, Your Small Business Estate Plan, and integrate your Small Business Planning with your individual Financial Planning.  

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