Wealth Management Services

Clear, coordinated financial advisor services—so you know exactly what you need and where to start.

Find the Right Financial Service for You

If you’re asking, “Which service is right for me?”—you’re not alone. Some clients need a full financial plan. Others want help managing investments. Business owners often need both personal and business strategy aligned. Bellaire Capital Management offers three core services, each designed to address a specific need while working together when needed.

Financial Planning Services

Who It’s For:
 Individuals and families who want a clear financial roadmap—covering retirement, cash flow, taxes, and long-term goals.


What’s Included:

  • Retirement planning and projections
  • Budgeting and cash flow planning
  • Tax-aware financial strategy
  • Insurance and risk review
  • Ongoing plan updates



Financial planning provides structure—so every financial decision connects to a larger goal.

Investment Management Services

Who It’s For:
Clients who want professional portfolio management aligned with a long-term financial plan.


What’s Included:

  • Portfolio design based on goals and risk tolerance
  • Ongoing monitoring and rebalancing
  • Tax-aware investment decisions
  • Discretionary portfolio management



Investment management focuses on implementing and maintaining your strategy—so your portfolio stays aligned over time.

Small Business Planning Services

Who It’s For:
Business owners and professionals who need to align business finances with personal financial goals.


What’s Included:

  • Business and personal financial integration
  • Retirement plan strategy for owners and employees
  • Cash flow and tax coordination
  • Exit and succession planning



Small business planning helps turn business success into long-term personal wealth.

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Meet Kevin Spires, CFA®, FRM®

Kevin Spires is the President and Chief Investment Officer of Bellaire Capital Management.


He is a Chartered Financial Analyst® (CFA®) and Financial Risk Manager® (FRM®), credentials that reflect rigorous training in investment analysis and risk management.


Kevin works directly with clients to develop financial plans and oversee investment portfolios. His approach emphasizes clarity, discipline, and long-term thinking—especially during periods of market uncertainty.


As both an advisor and a business owner, he understands the financial decisions that individuals, families, and professionals face over time.

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  • What Fee-Only Means Here

    Bellaire Capital Management operates as a fee-only fiduciary firm.


    That means:


    No commissions from financial products

    No proprietary investments

    Compensation comes directly from clients


    This structure helps ensure that recommendations are based on your goals—not outside incentives.


    As a fiduciary, we are required to place client interests first in the advice we provide.

  • Clear Scope. Clear Steps.

    We believe financial services should be easy to understand.


    Each service has a defined scope and process, so you know:


    • What’s included
    • How decisions are made
    • What happens next

    If you’re unsure where to start, financial planning is often the best entry point. From there, investment management and business planning can be integrated as needed.

  • Serving Bellaire and Nearby Communities

    Bellaire Capital Management works with clients in Bellaire, West University Place, Memorial, and Katy. Meetings are available in person or by Zoom for flexibility.


    Whether you prefer a local meeting or a virtual conversation, getting started is straightforward.