Independent Wealth Management

NEWS AND CONVERSATIONS

WEALTH MANAGEMENT IS SO
MUCH MORE THAN A PORTFOLIO

Our clients have needs that extend past their portfolios and Bel Air is built to service those needs minimizing conflict and additional fees. Through trusted partners, we curate meaningful value-added services.

Pre-Liquidity Planning

Mortgages, Lines of Credit,
& Portfolio Lending

Tax Planning & Coordination

Trust & Estate Planning Strategy

Philanthropic Strategy and Consulting

Next Generation Preparation and Education

INVESTMENT ADVISORS

INVESTMENT MANAGERS

Chief Investment Strategist/Partner
Senior Portfolio Manager & Co-Head, Fixed Income/Partner
Head of Equity Trading
Portfolio Manager & Co-Head, Fixed Income/Partner
Director of Manager Research
Credit Research Analyst

MANAGEMENT & ADMINISTRATION

Chief Operating Officer/Partner
Vice President, Advisory Support
Trust & Estate Strategist