Stocks closed the week on a high note, on the back of increasing optimism of a trade deal with China. The S&P is on track for its 4th consecutive week of gains, something it hasn’t…
Mike FrazierJanuary 18, 2019
Our brand stands for service and we are built to last.
We provide a personalized comprehensive financial offering which brings solutions to challenges both known and unknown for our clients throughout every stage of their lives. We earn the confidence and trust which allows for their peace of mind knowing their money is working as hard as they do or did.
Our clients drive our business. As they move from one stage of life to the next we counsel them on low cost, tax efficient investments with transparency and liquidity. We apply this smart money approach to retirement and estate planning as well as managing money. It’s important your money works as hard as you do.
We provide a personalized comprehensive financial offering which brings solutions to challenges both known and unknown for our clients throughout every stage of their lives. We earn the confidence and trust which allows for their peace of mind knowing their money is working as hard as they do or did.
Our clients drive our business. As they move from one stage of life to the next we counsel them on low cost, tax efficient investments with transparency and liquidity. We apply this smart money approach to retirement and estate planning as well as managing money. It’s important your money works as hard as you do.
How can we help you today?
WHAT WE DO
Investing is a journey.
We invest in individual stocks and bonds (as opposed to mutual funds), which allows us to maintain a healthy balance between protecting wealth and taking calculated risks necessary to grow assets. As independent SEC-registered investment advisers, we are fiduciaries. This means we act in the best interest of our clients at all times.
Our holistic approach to investment management includes financial planning so that we can best manage and counsel clients on investment and financial matters. Our clients’ financial planning needs drive our strategies. As clients transition from one stage of life to the next, we are there to guide them along the way.
We invest in individual stocks and bonds (as opposed to mutual funds), which allows us to maintain a healthy balance between protecting wealth and taking calculated risks necessary to grow assets. As independent SEC-registered investment advisers, we are fiduciaries. This means we act in the best interest of our clients at all times.
Our holistic approach to investment management includes financial planning so that we can best manage and counsel clients on investment and financial matters. Our clients’ financial planning needs drive our strategies. As clients transition from one stage of life to the next, we are there to guide them along the way.
OUR WEEKLY MARKET UPDATES
Knowledge is power.
We have had the honor of being featured in many of the top market publications, both in print and online.
What's going on in the world... Market opens higher on the back of a really solid earnings report from Bank of America. Earnings Season always starts with the Banks. The set-up was there for their…
Mike FrazierJanuary 16, 2019
Market opens lower to begin the new week. The Federal government shutdown is now the longest in American history. Concerns are building now that this shutdown might last longer than anyone thought prior. The White…
Mike FrazierJanuary 14, 2019
Stocks closed the week on a high note, on the back of increasing optimism of a trade deal with China. The S&P is on track for its 4th consecutive week of gains, something it hasn’t…
Mike FrazierJanuary 18, 2019
What's going on in the world... Market opens higher on the back of a really solid earnings report from Bank of America. Earnings Season always starts with the Banks. The set-up was there for their…
Mike FrazierJanuary 16, 2019
QUESTIONS
Contact Us
Thank you so much for your interest in Bedell Frazier. If you are interested to learn more or have any questions about our services, please fill out the form and be sure to include as many details as possible so we can best understand your needs.
Two Walnut Creek Center, 200 Pringle Avenue, Suite 555
Walnut Creek, CA 94596
questions@bedellfrazier.com
1-800-783-0344 | 925-932-0344
