BEDELL FRAZIER INVESTMENT COUNSELLING

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.

“We are making an important investment in our next generation, the community and the environment in which we live.”

– MIKE FRAZIER

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.

Dark and Early

Monday – July 15, 2019

Market opens flattish to begin the new week. Earnings come into focus. Expectations are for a contraction in Q2 numbers, but the big question is, what matters most: earnings or the Fed? The narrative has…
July 15, 2019
Weekly TGIF

Where’s The Money?

I visited the Federal Reserve Bank of San Francisco this week. It is the 12th District of the Fed, with oversight of the nine western states, including Hawaii, plus the Pacific territories. Of the 12…
July 12, 2019
Dark and Early

Monday – July 15, 2019

Market opens flattish to begin the new week. Earnings come into focus. Expectations are for a contraction in Q2 numbers, but the big question is, what matters most: earnings or the Fed? The narrative has…
July 15, 2019
Weekly TGIF

Where’s The Money?

I visited the Federal Reserve Bank of San Francisco this week. It is the 12th District of the Fed, with oversight of the nine western states, including Hawaii, plus the Pacific territories. Of the 12…
July 12, 2019
  • This field is for validation purposes and should be left unchanged.

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

  • This field is for validation purposes and should be left unchanged.